+19.2%
FXI vs VCIT
+31.0%
-11.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -4.2% | -1.4% | -2.8% | -3.2% |
| 30D | -1.1% | +0.6% | -1.7% | -1.5% |
| 3M | -4.0% | -2.2% | -1.7% | -2.4% |
| 6M | -11.8% | -2.3% | -9.5% | -10.3% |
| YTD | -11.9% | -2.2% | -9.7% | -10.4% |
| 1Y | -16.1% | -1.4% | -14.8% | -15.2% |
| 3Y | +38.8% | +18.7% | +20.0% | +23.6% |
| 5Y | -9.1% | +3.6% | -12.7% | -13.3% |
| All | +19.2% | +31.0% | -11.9% | +6.6% |
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