+47.6%
XOP vs VCIT
+96.6%
-49.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -2.9% |
| 7D | -12.7% | +0.5% | -13.2% | -12.7% |
| 30D | -7.6% | +2.1% | -9.7% | -7.6% |
| 3M | +5.8% | -1.6% | +7.4% | +5.8% |
| 6M | -2.7% | -1.6% | -1.2% | -2.7% |
| YTD | +39.7% | -1.5% | +41.2% | +39.7% |
| 1Y | +42.4% | -0.4% | +42.8% | +42.3% |
| 3Y | +26.4% | +19.6% | +6.9% | +24.5% |
| 5Y | +78.9% | +3.3% | +75.7% | +73.3% |
| 10Y | +52.1% | +28.9% | +23.2% | +66.2% |
| All | +47.6% | +96.6% | -49.0% | +147.0% |
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 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