+19.2%
FXI vs VCIT
+31.2%
-12.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -0.8% |
| 7D | -4.2% | -1.4% | -2.8% | -3.2% |
| 30D | -2.0% | +0.8% | -2.8% | -2.6% |
| 3M | -5.0% | -1.7% | -3.2% | -3.7% |
| 6M | -9.6% | -2.1% | -7.6% | -8.2% |
| YTD | -11.9% | -2.0% | -9.9% | -10.5% |
| 1Y | -16.7% | -1.5% | -15.2% | -15.7% |
| 3Y | +40.6% | +19.0% | +21.7% | +25.1% |
| 5Y | -9.1% | +3.8% | -12.8% | -13.4% |
| All | +19.2% | +31.2% | -12.1% | +6.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling