+28.8%
VCIT vs FN
+900.0%
-871.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.1% | -3.2% | -0.1% |
| 7D | -0.3% | -1.7% | +1.3% | -0.3% |
| 30D | -0.8% | -22.0% | +21.2% | -0.4% |
| 3M | -1.0% | -43.0% | +42.0% | -0.3% |
| 6M | -1.8% | -27.7% | +25.9% | -1.6% |
| YTD | -0.7% | -10.5% | +9.8% | -0.9% |
| 1Y | +1.0% | +12.5% | -11.5% | +0.3% |
| 3Y | +18.8% | +153.8% | -135.0% | +15.4% |
| 5Y | +3.5% | +288.0% | -284.5% | -0.7% |
| All | +28.8% | +900.0% | -871.2% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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