+31.5%
VCIT vs FTI
+180.1%
-148.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | 0.0% |
| 7D | -0.5% | +1.4% | -1.9% | -0.5% |
| 30D | +1.5% | -6.3% | +7.7% | +1.5% |
| 3M | -1.0% | -13.1% | +12.2% | -0.9% |
| 6M | -1.7% | -8.0% | +6.3% | -1.6% |
| YTD | -1.4% | +47.1% | -48.4% | -1.7% |
| 1Y | -0.9% | +50.7% | -51.6% | -1.3% |
| 3Y | +19.8% | +209.0% | -189.2% | +18.4% |
| 5Y | +4.6% | +847.0% | -842.4% | +2.4% |
| 10Y | +31.5% | +184.3% | -152.8% | +26.4% |
| All | +31.5% | +180.1% | -148.6% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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