+3.5%
VCIT vs FN
+197.1%
-193.5%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.0% | +6.6% | +0.7% |
| 7D | +0.4% | -7.0% | +7.4% | +0.5% |
| 30D | +2.2% | -24.7% | +26.9% | +2.6% |
| 3M | -1.8% | -35.7% | +33.8% | -1.2% |
| 6M | -1.6% | -52.4% | +50.8% | -0.7% |
| YTD | -1.7% | -25.0% | +23.2% | -1.8% |
| 1Y | -0.8% | -25.7% | +24.8% | -1.0% |
| 3Y | +19.3% | +110.2% | -90.9% | +14.8% |
| 5Y | +3.5% | +192.3% | -188.8% | -2.9% |
| All | +3.5% | +197.1% | -193.5% | -2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling