+425.0%
FISV vs VCIT
+96.4%
+328.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | +25.7% | +0.1% | +25.6% | +25.7% |
| 30D | +38.8% | +1.9% | +36.9% | +37.8% |
| 3M | +16.2% | -1.4% | +17.7% | +16.9% |
| 6M | +12.1% | -2.1% | +14.2% | +13.0% |
| YTD | -6.4% | -1.6% | -4.8% | -5.8% |
| 1Y | +2.0% | -0.9% | +2.9% | +2.4% |
| 3Y | -47.4% | +20.0% | -67.4% | -50.4% |
| 5Y | -37.3% | +3.1% | -40.5% | -39.8% |
| 10Y | +28.4% | +28.7% | -0.3% | +31.0% |
| All | +425.0% | +96.4% | +328.6% | +724.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling