+153.5%
FDX vs VCIT
+31.0%
+122.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.6% |
| 7D | +5.2% | -1.4% | +6.6% | +6.1% |
| 30D | +11.3% | +0.6% | +10.7% | +10.9% |
| 3M | -4.1% | -2.2% | -1.9% | -2.8% |
| 6M | +9.6% | -2.3% | +12.0% | +11.2% |
| YTD | +40.9% | -2.2% | +43.1% | +42.9% |
| 1Y | +53.0% | -1.4% | +54.4% | +54.5% |
| 3Y | +74.1% | +18.7% | +55.3% | +60.6% |
| 5Y | +75.1% | +3.6% | +71.5% | +67.0% |
| All | +153.5% | +31.0% | +122.5% | +182.2% |
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