+211.6%
XOM vs VCIT
+3.7%
+207.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.6% | +0.5% |
| 7D | +2.8% | -1.4% | +4.3% | +2.7% |
| 30D | -3.6% | +0.6% | -4.2% | -3.6% |
| 3M | +8.2% | -2.2% | +10.5% | +8.0% |
| 6M | +14.0% | -2.3% | +16.4% | +13.8% |
| YTD | +44.6% | -2.2% | +46.8% | +44.3% |
| 1Y | +47.8% | -1.4% | +49.1% | +47.4% |
| 3Y | +79.6% | +18.7% | +60.8% | +76.9% |
| All | +211.6% | +3.7% | +207.9% | +160.4% |
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