+138.9%
XLU vs VCIT
+29.8%
+109.2%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.0% |
| 7D | +0.6% | -0.2% | +0.8% | +0.8% |
| 30D | -0.4% | -0.5% | +0.1% | +0.1% |
| 3M | -1.7% | -0.9% | -0.8% | -0.9% |
| 6M | -7.1% | -1.9% | -5.2% | -5.4% |
| YTD | +1.9% | -1.0% | +2.9% | +2.9% |
| 1Y | +6.1% | +0.2% | +5.9% | +5.9% |
| 3Y | +48.8% | +19.0% | +29.8% | +26.5% |
| 5Y | +43.8% | +3.1% | +40.7% | +38.1% |
| All | +138.9% | +29.8% | +109.2% | +84.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling