+61.1%
XOP vs VCIT
+98.3%
-37.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +2.6% | -0.3% | +2.9% | +2.6% |
| 30D | +15.4% | -0.8% | +16.2% | +15.5% |
| 3M | +12.1% | -1.0% | +13.1% | +12.1% |
| 6M | +19.7% | -1.8% | +21.5% | +19.8% |
| YTD | +52.4% | -0.7% | +53.1% | +52.4% |
| 1Y | +47.6% | +1.0% | +46.6% | +47.3% |
| 3Y | +34.4% | +18.8% | +15.5% | +32.4% |
| 5Y | +154.4% | +3.5% | +150.9% | +146.3% |
| 10Y | +54.7% | +29.2% | +25.5% | +68.2% |
| All | +61.1% | +98.3% | -37.2% | +169.5% |
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