+19.3%
VCIT vs FTI
+209.3%
-190.0%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.7% |
| 7D | +0.1% | -3.3% | +3.4% | +0.1% |
| 30D | +1.1% | -7.2% | +8.3% | +1.1% |
| 3M | -1.4% | -12.9% | +11.5% | -1.3% |
| 6M | -2.3% | -7.9% | +5.5% | -2.3% |
| YTD | -1.8% | +45.2% | -47.0% | -2.3% |
| 1Y | -1.0% | +48.1% | -49.1% | -1.5% |
| 3Y | +19.3% | +205.0% | -185.7% | +16.6% |
| All | +19.3% | +209.3% | -190.0% | +16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling