+3,653.2%
FIX vs VCIT
+28.8%
+3,624.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.6% | +5.5% |
| 7D | -17.5% | +0.1% | -17.6% | -17.6% |
| 30D | -41.6% | +1.9% | -43.5% | -42.6% |
| 3M | -40.6% | -1.4% | -39.1% | -40.0% |
| 6M | -49.4% | -2.1% | -47.2% | -48.5% |
| YTD | +9.2% | -1.6% | +10.8% | +10.8% |
| 1Y | +6.5% | -0.9% | +7.4% | +7.5% |
| 3Y | +448.7% | +20.0% | +428.8% | +381.3% |
| 5Y | +948.7% | +3.1% | +945.6% | +878.6% |
| All | +3,653.2% | +28.8% | +3,624.4% | +3,513.4% |
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