+1,083.7%
FIX vs VCIT
+3.8%
+1,080.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +0.6% | -15.7% | -15.8% |
| 7D | -18.9% | +0.4% | -19.3% | -19.4% |
| 30D | -36.3% | +2.2% | -38.5% | -38.0% |
| 3M | -38.5% | -1.8% | -36.7% | -37.3% |
| 6M | -42.3% | -1.6% | -40.6% | -41.2% |
| YTD | +17.1% | -1.7% | +18.8% | +19.8% |
| 1Y | +14.4% | -0.8% | +15.2% | +15.9% |
| 3Y | +486.7% | +19.3% | +467.4% | +388.7% |
| 5Y | +1,083.7% | +3.5% | +1,080.2% | +923.1% |
| All | +1,083.7% | +3.8% | +1,080.0% | +923.1% |
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 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