+5,892.0%
FIX vs VCIT
+29.2%
+5,862.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +6.0% | -0.3% | +6.4% | +6.3% |
| 30D | -7.2% | -0.8% | -6.5% | -6.7% |
| 3M | -15.9% | -1.0% | -14.8% | -15.1% |
| 6M | +12.7% | -1.8% | +14.6% | +14.8% |
| YTD | +72.8% | -0.7% | +73.5% | +74.3% |
| 1Y | +122.9% | +1.0% | +121.9% | +122.1% |
| 3Y | +774.3% | +18.8% | +755.5% | +672.1% |
| 5Y | +2,049.5% | +3.5% | +2,046.0% | +1,899.6% |
| All | +5,892.0% | +29.2% | +5,862.8% | +5,739.5% |
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