+428.7%
FISV vs VCIT
+96.1%
+332.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.3% | 0.0% |
| 7D | +8.4% | +0.1% | +8.3% | +8.4% |
| 30D | +38.8% | +1.1% | +37.6% | +38.2% |
| 3M | +21.3% | -1.4% | +22.6% | +21.9% |
| 6M | +14.1% | -2.3% | +16.5% | +15.2% |
| YTD | -5.7% | -1.8% | -3.9% | -5.0% |
| 1Y | -0.8% | -1.0% | +0.3% | -0.3% |
| 3Y | -47.9% | +19.3% | -67.1% | -50.7% |
| 5Y | -36.8% | +3.8% | -40.6% | -39.3% |
| 10Y | +26.9% | +30.6% | -3.7% | +30.8% |
| All | +428.7% | +96.1% | +332.6% | +731.2% |
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