+47.2%
FITB vs VCIT
+3.6%
+43.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.3% |
| 7D | +0.8% | -1.4% | +2.2% | +2.0% |
| 30D | +7.3% | +0.8% | +6.5% | +6.6% |
| 3M | -6.3% | -1.7% | -4.6% | -4.9% |
| 6M | +12.6% | -2.1% | +14.6% | +14.6% |
| YTD | +18.0% | -2.0% | +20.0% | +20.1% |
| 1Y | +28.9% | -1.5% | +30.4% | +30.6% |
| 3Y | +139.4% | +19.0% | +120.4% | +112.3% |
| 5Y | +47.2% | +3.8% | +43.5% | +1.7% |
| All | +47.2% | +3.6% | +43.6% | +1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling