-38.4%
FIS vs VCIT
+19.8%
-58.2%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.4% |
| 7D | -21.2% | +0.5% | -21.6% | -21.5% |
| 30D | -12.1% | +2.1% | -14.1% | -13.8% |
| 3M | -30.6% | -1.6% | -29.0% | -29.6% |
| 6M | -35.5% | -1.6% | -33.9% | -34.6% |
| YTD | -54.4% | -1.5% | -52.9% | -53.8% |
| 1Y | -52.9% | -0.4% | -52.5% | -52.9% |
| All | -38.4% | +19.8% | -58.2% | -50.3% |
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 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