+2,105.4%
FIX vs VCIT
+4.1%
+2,101.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +6.0% | -0.3% | +6.4% | +6.5% |
| 30D | -7.2% | -0.8% | -6.5% | -6.4% |
| 3M | -15.9% | -1.0% | -14.8% | -14.8% |
| 6M | +12.7% | -1.8% | +14.6% | +15.5% |
| YTD | +72.8% | -0.7% | +73.5% | +74.8% |
| 1Y | +122.9% | +1.0% | +121.9% | +121.8% |
| 3Y | +774.3% | +18.8% | +755.5% | +633.9% |
| All | +2,105.4% | +4.1% | +2,101.4% | +1,820.4% |
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 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