+43.4%
XOM vs VCIT
-0.8%
+44.2%
-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% | -0.7% | -0.5% |
| 7D | -8.3% | +0.7% | -9.0% | -6.8% |
| 30D | -2.5% | +1.8% | -4.3% | +1.6% |
| 3M | +8.3% | -1.6% | +9.9% | +4.0% |
| 6M | +15.5% | -2.1% | +17.6% | +10.6% |
| YTD | +39.6% | -1.6% | +41.2% | +34.5% |
| All | +43.4% | -0.8% | +44.2% | +38.2% |
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