+9,817.7%
FIX vs VCIT
+96.6%
+9,721.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | +0.2% | -11.8% | -11.7% |
| 7D | -27.2% | +0.5% | -27.7% | -27.4% |
| 30D | -46.9% | +2.1% | -49.0% | -47.4% |
| 3M | -44.4% | -1.6% | -42.8% | -44.1% |
| 6M | -50.9% | -1.6% | -49.3% | -50.6% |
| YTD | +3.5% | -1.5% | +5.1% | +4.3% |
| 1Y | -2.1% | -0.4% | -1.7% | -1.8% |
| 3Y | +418.7% | +19.6% | +399.2% | +392.2% |
| 5Y | +894.6% | +3.3% | +891.3% | +832.4% |
| 10Y | +3,465.5% | +28.9% | +3,436.6% | +3,563.2% |
| All | +9,817.7% | +96.6% | +9,721.0% | +14,637.0% |
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