+98.0%
VCIT vs FE
+137.3%
-39.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | -0.3% | +1.9% | -2.3% | -0.4% |
| 30D | -0.8% | -1.2% | +0.4% | -0.7% |
| 3M | -1.0% | +3.5% | -4.5% | -1.2% |
| 6M | -1.8% | -6.1% | +4.2% | -1.6% |
| YTD | -0.7% | +7.6% | -8.3% | -1.0% |
| 1Y | +1.0% | +11.9% | -10.9% | +0.5% |
| 3Y | +18.8% | +48.4% | -29.6% | +16.8% |
| 5Y | +3.5% | +44.8% | -41.3% | +1.7% |
| 10Y | +29.2% | +115.9% | -86.7% | +25.8% |
| All | +98.0% | +137.3% | -39.3% | +93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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