+236.6%
FITB vs VCIT
+29.7%
+207.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.4% | +2.4% |
| 7D | -1.1% | +0.7% | -1.8% | -1.6% |
| 30D | +7.3% | +1.8% | +5.5% | +6.1% |
| 3M | -4.0% | -1.6% | -2.4% | -3.1% |
| 6M | +11.9% | -2.1% | +14.0% | +13.4% |
| YTD | +19.0% | -1.6% | +20.6% | +20.2% |
| 1Y | +31.0% | -0.8% | +31.8% | +31.8% |
| 3Y | +143.8% | +19.9% | +123.8% | +121.7% |
| 5Y | +48.9% | +3.3% | +45.6% | +39.2% |
| 10Y | +236.6% | +30.6% | +206.0% | +363.1% |
| All | +236.6% | +29.7% | +207.0% | +363.1% |
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