+94.2%
XLK vs VCIT
+19.7%
+74.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | -8.2% | +0.1% | -8.3% | -8.3% |
| 30D | -18.2% | +1.9% | -20.1% | -19.9% |
| 3M | -11.0% | -1.4% | -9.6% | -9.5% |
| 6M | -2.9% | -2.1% | -0.7% | -0.4% |
| YTD | +14.8% | -1.6% | +16.5% | +17.1% |
| 1Y | +14.5% | -0.9% | +15.4% | +16.1% |
| 3Y | +94.2% | +20.0% | +74.2% | +65.4% |
| All | +94.2% | +19.7% | +74.5% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VCIT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling