-55.5%
FIS vs VCIT
+30.3%
-85.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.4% |
| 7D | -27.4% | +0.1% | -27.5% | -27.6% |
| 30D | -16.8% | +1.1% | -18.0% | -17.7% |
| 3M | -32.6% | -1.4% | -31.3% | -32.0% |
| 6M | -33.4% | -2.3% | -31.1% | -32.2% |
| YTD | -56.0% | -1.8% | -54.2% | -55.5% |
| 1Y | -55.1% | -1.0% | -54.1% | -54.8% |
| 3Y | -41.4% | +19.3% | -60.7% | -49.2% |
| 5Y | -72.7% | +3.8% | -76.4% | -73.8% |
| 10Y | -55.5% | +30.6% | -86.0% | -57.3% |
| All | -55.5% | +30.3% | -85.7% | -57.3% |
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