-55.8%
FIG vs VCIT
+1.3%
-57.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.3% | -4.3% |
| 7D | -16.3% | -0.3% | -16.0% | -15.8% |
| 30D | -14.3% | -0.8% | -13.6% | -13.2% |
| 3M | +7.2% | -1.0% | +8.2% | +8.5% |
| 6M | -18.6% | -1.8% | -16.8% | -15.3% |
| YTD | -35.5% | -0.7% | -34.8% | -34.9% |
| 1Y | -55.8% | +1.0% | -56.8% | -56.5% |
| All | -55.8% | +1.3% | -57.1% | -56.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling