+1,763.1%
XLK vs VCIT
+96.4%
+1,666.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | -8.2% | +0.1% | -8.3% | -8.3% |
| 30D | -18.2% | +1.9% | -20.1% | -19.1% |
| 3M | -11.0% | -1.4% | -9.6% | -10.3% |
| 6M | -2.9% | -2.1% | -0.7% | -1.6% |
| YTD | +14.8% | -1.6% | +16.5% | +16.1% |
| 1Y | +14.5% | -0.9% | +15.4% | +15.3% |
| 3Y | +94.2% | +20.0% | +74.2% | +77.1% |
| 5Y | +104.6% | +3.1% | +101.5% | +93.2% |
| 10Y | +690.2% | +28.7% | +661.5% | +673.2% |
| All | +1,763.1% | +96.4% | +1,666.7% | +2,444.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling