-62.4%
FISV vs VCIT
+0.1%
-62.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -4.0% | -3.8% |
| 7D | -1.6% | +0.1% | -1.7% | -1.8% |
| 30D | -3.0% | -0.8% | -2.2% | -1.2% |
| 3M | -3.5% | -0.5% | -3.0% | -2.6% |
| 6M | -19.4% | -1.4% | -18.0% | -15.8% |
| YTD | -24.3% | -0.8% | -23.5% | -24.7% |
| 1Y | -62.4% | +0.3% | -62.7% | -58.0% |
| All | -62.4% | +0.1% | -62.5% | -58.0% |
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