+16,451.1%
FIX vs VCIT
+98.3%
+16,352.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +6.0% | -0.3% | +6.4% | +6.2% |
| 30D | -7.2% | -0.8% | -6.5% | -6.9% |
| 3M | -15.9% | -1.0% | -14.8% | -15.5% |
| 6M | +12.7% | -1.8% | +14.6% | +13.7% |
| YTD | +72.8% | -0.7% | +73.5% | +73.6% |
| 1Y | +122.9% | +1.0% | +121.9% | +122.6% |
| 3Y | +774.3% | +18.8% | +755.5% | +729.9% |
| 5Y | +2,049.5% | +3.5% | +2,046.0% | +1,908.5% |
| 10Y | +5,821.5% | +29.2% | +5,792.2% | +5,944.1% |
| All | +16,451.1% | +98.3% | +16,352.8% | +24,424.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling