+7.4%
VCIT vs FGI
-70.4%
+77.8%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.5% | -7.6% | 0.0% |
| 7D | -0.3% | +0.5% | -0.9% | -0.3% |
| 30D | -0.8% | +65.4% | -66.2% | -0.9% |
| 3M | -1.0% | +23.5% | -24.5% | -1.2% |
| 6M | -1.8% | +60.5% | -62.4% | -2.1% |
| YTD | -0.7% | +30.0% | -30.7% | -0.9% |
| 1Y | +1.0% | +82.1% | -81.1% | +0.7% |
| 3Y | +18.8% | -4.4% | +23.2% | +18.6% |
| All | +7.4% | -70.4% | +77.8% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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