+149.2%
FDX vs VCIT
+28.8%
+120.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.7% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | +6.6% | +1.9% | +4.7% | +5.5% |
| 3M | -2.1% | -1.4% | -0.6% | -1.2% |
| 6M | +2.2% | -2.1% | +4.3% | +3.4% |
| YTD | +33.9% | -1.6% | +35.6% | +35.3% |
| 1Y | +50.2% | -0.9% | +51.1% | +51.3% |
| 3Y | +65.5% | +20.0% | +45.6% | +52.0% |
| 5Y | +74.1% | +3.1% | +70.9% | +65.8% |
| All | +149.2% | +28.8% | +120.4% | +170.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling