-70.4%
FIS vs VCIT
+3.7%
-74.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -13.5% |
| 3M | -30.6% | -1.6% | -29.0% | -29.8% |
| 6M | -35.5% | -1.6% | -33.9% | -34.8% |
| YTD | -54.4% | -1.5% | -52.9% | -53.9% |
| 1Y | -52.9% | -0.4% | -52.5% | -52.8% |
| 3Y | -38.7% | +19.6% | -58.2% | -46.5% |
| 5Y | -70.4% | +3.3% | -73.7% | -76.1% |
| All | -70.4% | +3.7% | -74.1% | -76.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling