-53.9%
FISV vs VCIT
+4.1%
-58.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.3% | -0.3% | 0.0% | -0.1% |
| 30D | -2.1% | -0.8% | -1.3% | -1.4% |
| 3M | -5.7% | -1.0% | -4.7% | -5.0% |
| 6M | -15.3% | -1.8% | -13.5% | -14.1% |
| YTD | -21.1% | -0.7% | -20.4% | -20.7% |
| 1Y | -61.1% | +1.0% | -62.1% | -61.2% |
| 3Y | -56.8% | +18.8% | -75.7% | -61.8% |
| All | -53.9% | +4.1% | -58.0% | -59.4% |
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