+20.0%
VCIT vs FND
-36.7%
+56.7%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | +0.1% | +7.7% | -7.6% | -0.3% |
| 30D | +1.9% | +11.9% | -9.9% | +1.3% |
| 3M | -1.4% | -14.6% | +13.1% | -0.9% |
| 6M | -2.1% | +0.5% | -2.6% | -2.5% |
| YTD | -1.6% | -15.8% | +14.2% | -1.4% |
| 1Y | -0.9% | -12.9% | +12.0% | -0.9% |
| 3Y | +20.0% | -34.2% | +54.1% | +18.9% |
| All | +20.0% | -36.7% | +56.7% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 3y: compounded portfolio wealth divided by compounded FND 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…
3y analysis · Full analysis span regression · 6 months rolling