+70.2%
FDX vs VCIT
+19.8%
+50.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -4.1% | -4.1% |
| 7D | +2.9% | +0.5% | +2.5% | +2.4% |
| 30D | +9.6% | +2.1% | +7.5% | +7.4% |
| 3M | +2.4% | -1.6% | +3.9% | +4.0% |
| 6M | +9.2% | -1.6% | +10.8% | +11.0% |
| YTD | +37.7% | -1.5% | +39.2% | +39.9% |
| 1Y | +56.1% | -0.4% | +56.5% | +57.4% |
| All | +70.2% | +19.8% | +50.3% | +51.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling