+244.2%
FITB vs VCIT
+28.8%
+215.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.6% | -0.7% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | +5.8% | +1.9% | +3.9% | +4.6% |
| 3M | -6.1% | -1.4% | -4.7% | -5.3% |
| 6M | +5.9% | -2.1% | +8.1% | +7.4% |
| YTD | +16.1% | -1.6% | +17.7% | +17.3% |
| 1Y | +28.8% | -0.9% | +29.7% | +29.7% |
| 3Y | +126.0% | +20.0% | +106.1% | +106.3% |
| 5Y | +45.3% | +3.1% | +42.2% | +35.8% |
| All | +244.2% | +28.8% | +215.4% | +355.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling