+1,621.1%
FAST vs VCIT
+96.6%
+1,524.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | +0.7% | +0.5% | +0.2% | +0.5% |
| 30D | +4.6% | +2.1% | +2.6% | +4.0% |
| 3M | +6.4% | -1.6% | +7.9% | +6.8% |
| 6M | +20.6% | -1.6% | +22.2% | +21.1% |
| YTD | +34.7% | -1.5% | +36.2% | +35.3% |
| 1Y | +29.7% | -0.4% | +30.0% | +29.8% |
| 3Y | +89.9% | +19.6% | +70.4% | +82.2% |
| 5Y | +105.0% | +3.3% | +101.7% | +93.9% |
| 10Y | +594.2% | +28.9% | +565.3% | +612.7% |
| All | +1,621.1% | +96.6% | +1,524.4% | +2,533.4% |
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 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