+28.9%
VCIT vs FN
+753.0%
-724.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.7% | -11.8% | -0.3% |
| 7D | +0.1% | 0.0% | +0.1% | +0.1% |
| 30D | +1.9% | -34.3% | +36.2% | +2.5% |
| 3M | -1.4% | -39.9% | +38.4% | -0.8% |
| 6M | -2.1% | -51.8% | +49.7% | -1.3% |
| YTD | -1.6% | -28.1% | +26.5% | -1.6% |
| 1Y | -0.9% | -29.1% | +28.2% | -0.9% |
| 3Y | +20.0% | +102.4% | -82.5% | +16.8% |
| 5Y | +3.1% | +171.7% | -168.5% | -0.6% |
| All | +28.9% | +753.0% | -724.1% | +22.9% |
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