+50.5%
XOM vs VCIT
+0.1%
+50.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.5% |
| 7D | -2.4% | +0.1% | -2.5% | -2.2% |
| 30D | +5.7% | -0.8% | +6.4% | +3.9% |
| 3M | +6.6% | -0.5% | +7.1% | +5.4% |
| 6M | +7.7% | -1.4% | +9.1% | +6.4% |
| YTD | +36.2% | -0.8% | +37.0% | +34.5% |
| 1Y | +50.5% | +0.3% | +50.2% | +49.2% |
| All | +50.5% | +0.1% | +50.4% | +49.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling