+145.7%
XLK vs VCIT
+3.7%
+142.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.4% |
| 7D | +2.3% | +0.1% | +2.2% | +2.2% |
| 30D | -0.1% | -0.8% | +0.7% | +0.8% |
| 3M | +2.1% | -0.5% | +2.7% | +2.8% |
| 6M | +37.2% | -1.4% | +38.6% | +39.6% |
| YTD | +30.8% | -0.8% | +31.6% | +32.2% |
| 1Y | +42.6% | +0.3% | +42.3% | +42.5% |
| 3Y | +121.8% | +19.2% | +102.6% | +82.8% |
| 5Y | +145.7% | +3.6% | +142.1% | +123.2% |
| All | +145.7% | +3.7% | +142.0% | +123.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling