+44.5%
FXI vs VCIT
+19.2%
+25.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | -0.1% |
| 7D | +3.7% | +0.1% | +3.6% | +3.6% |
| 30D | +0.5% | +1.1% | -0.6% | -0.5% |
| 3M | -5.7% | -1.4% | -4.3% | -4.5% |
| 6M | -6.9% | -2.3% | -4.6% | -4.8% |
| YTD | -9.5% | -1.8% | -7.7% | -7.9% |
| 1Y | -14.0% | -1.0% | -13.0% | -13.1% |
| 3Y | +44.5% | +19.3% | +25.3% | +37.0% |
| All | +44.5% | +19.2% | +25.3% | +37.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling