+121.6%
XLK vs VCIT
+19.6%
+102.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +0.9% | -0.3% | +1.2% | +1.2% |
| 30D | +0.7% | -0.8% | +1.5% | +1.6% |
| 3M | -2.9% | -1.0% | -1.9% | -1.8% |
| 6M | +34.3% | -1.8% | +36.1% | +36.7% |
| YTD | +30.4% | -0.7% | +31.1% | +31.5% |
| 1Y | +43.4% | +1.0% | +42.4% | +42.7% |
| All | +121.6% | +19.6% | +102.0% | +95.1% |
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