+34.1%
FITB vs VCIT
-0.8%
+34.9%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +0.5% |
| 7D | +2.3% | +0.4% | +1.9% | +1.6% |
| 30D | +7.7% | +2.2% | +5.5% | +4.0% |
| 3M | -4.5% | -1.8% | -2.7% | -1.5% |
| 6M | +12.5% | -1.6% | +14.1% | +15.5% |
| YTD | +19.8% | -1.7% | +21.5% | +21.8% |
| 1Y | +34.1% | -0.8% | +35.0% | +33.9% |
| All | +34.1% | -0.8% | +34.9% | +33.9% |
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