-55.0%
FIS vs VCIT
-0.8%
-54.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.4% | -1.4% |
| 7D | -29.4% | +0.7% | -30.1% | -29.3% |
| 30D | -16.7% | +1.8% | -18.5% | -17.3% |
| 3M | -33.0% | -1.6% | -31.4% | -32.5% |
| 6M | -33.3% | -2.1% | -31.2% | -32.6% |
| YTD | -56.0% | -1.6% | -54.4% | -56.0% |
| All | -55.0% | -0.8% | -54.2% | -55.9% |
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