+3.8%
VCIT vs FND
-60.2%
+64.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.1% |
| 7D | -0.3% | -5.2% | +4.9% | -0.1% |
| 30D | -0.8% | -19.9% | +19.1% | +0.4% |
| 3M | -1.0% | +2.7% | -3.7% | -1.4% |
| 6M | -1.8% | -21.7% | +19.8% | -0.9% |
| YTD | -0.7% | -17.5% | +16.8% | -0.1% |
| 1Y | +1.0% | -39.3% | +40.3% | +3.2% |
| 3Y | +18.8% | -49.8% | +68.6% | +21.6% |
| All | +3.8% | -60.2% | +64.0% | +4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling