+19.5%
VCIT vs FTV
-3.2%
+22.7%
-4.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | 0.0% |
| 7D | -0.3% | -4.5% | +4.1% | -0.1% |
| 30D | -0.8% | -7.1% | +6.3% | -0.4% |
| 3M | -1.0% | -7.2% | +6.2% | -0.7% |
| 6M | -1.8% | -1.5% | -0.3% | -1.9% |
| YTD | -0.7% | +3.5% | -4.2% | -1.1% |
| 1Y | +1.0% | +20.3% | -19.4% | -0.3% |
| All | +19.5% | -3.2% | +22.7% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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