+420.4%
FIX vs VCIT
+19.8%
+400.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | +0.2% | -11.8% | -11.9% |
| 7D | -27.2% | +0.5% | -27.7% | -27.7% |
| 30D | -46.9% | +2.1% | -49.0% | -48.6% |
| 3M | -44.4% | -1.6% | -42.8% | -43.1% |
| 6M | -50.9% | -1.6% | -49.3% | -49.6% |
| YTD | +3.5% | -1.5% | +5.1% | +6.4% |
| 1Y | -2.1% | -0.4% | -1.7% | -0.7% |
| All | +420.4% | +19.8% | +400.5% | +301.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling