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Manager Skill Review · Fund (strategy-level)

VLISX — VANGUARD LARGE-CAP INDEX FUND

Strategy-level ERM3 read from the fund's reported holdings — the mandate-accurate view. The stock-selection residual — the return remaining after the model's specified market, sector, subsector, and style exposures — persists out of sample.

Large Blend · 284 holdings · eff. N 28 · top-10 48%

Evidence
N-PORT · registered-fund holdings
Holdings as of
2026-05-31
Filed
2026-08-14
Model
ERM3 v3.0

Summary Risk Profile

Return attribution vs risk decomposition

VANGUARD LARGE-CAP INDEX FUND is a Large Blend strategy across 284 names (effective N 28, top-10 48%). VANGUARD LARGE-CAP INDEX FUND's +28.2% trailing return was led by market beta (+28.7% market); stock selection contributed +3.3%. About 12% of the trailing gross return came from stock selection versus buyable and style exposure — a exposure-driven signature (return-based, swings with the window).Beta to SPY 1.00 explains 99% of NAV variance; ERM3's multifactor model captures 99% · modeled-vs-reported NAV correlation 0.98 over 244 months.Evidence — not a recommendation.

Risk decomposition
This manager
96%
Tracked-pension composite · 11 mgrs
75%
19%
▸Key
Market
Sector
Subsector
Style tilt

Cumulative return

trailing 12m · gross vs buyable

Strategy-level read from the fund's reported holdings via the RiskModels ERM3 model. Figures are gross, holdings-derived, and within-mandate. Informational use only — not investment advice.

Local-First Data Policy — Your holdings are resolved locally against our Security Master. Data never leaves your machine.

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Manager SkillAllocatorsExamplesEvidenceAnalyst
Checking session...

Manager Skill Review · Fund (strategy-level)

VLISX — VANGUARD LARGE-CAP INDEX FUND

Strategy-level ERM3 read from the fund's reported holdings — the mandate-accurate view. The stock-selection residual — the return remaining after the model's specified market, sector, subsector, and style exposures — persists out of sample.

Large Blend · 284 holdings · eff. N 28 · top-10 48%

Evidence
N-PORT · registered-fund holdings
Holdings as of
2026-05-31
Filed
2026-08-14
Model
ERM3 v3.0

Summary Risk Profile

Return attribution vs risk decomposition

VANGUARD LARGE-CAP INDEX FUND is a Large Blend strategy across 284 names (effective N 28, top-10 48%). VANGUARD LARGE-CAP INDEX FUND's +28.2% trailing return was led by market beta (+28.7% market); stock selection contributed +3.3%. About 12% of the trailing gross return came from stock selection versus buyable and style exposure — a exposure-driven signature (return-based, swings with the window).Beta to SPY 1.00 explains 99% of NAV variance; ERM3's multifactor model captures 99% · modeled-vs-reported NAV correlation 0.98 over 244 months.Evidence — not a recommendation.

Risk decomposition
This manager
96%
Tracked-pension composite · 11 mgrs
75%
19%
▸Key
Market
Sector
Subsector
Style tilt

Cumulative return

trailing 12m · gross vs buyable

Strategy-level read from the fund's reported holdings via the RiskModels ERM3 model. Figures are gross, holdings-derived, and within-mandate. Informational use only — not investment advice.

Local-First Data Policy — Your holdings are resolved locally against our Security Master. Data never leaves your machine.

The Engine
  • Developers
  • API
  • SDK
  • CLI
The Science
  • What's inside
  • Artifact gallery
  • Methodology wiki
  • Glossary
  • ERM3 overview
  • SEC Filing Calendar
Infrastructure
  • About
  • Support
  • FAQ
  • Privacy
Residual risk
Gross +36.3%Buyable +33.2%Selection gap +3.1%
  • Terms
  • RiskModelsResearch/Workspace/API

    © 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based. Evidence, not opinion.

    Informational use only — not investment advice. Blue Water Macro Corp.

    Residual risk
    Gross +36.3%Buyable +33.2%Selection gap +3.1%
  • Terms
  • RiskModelsResearch/Workspace/API

    © 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based. Evidence, not opinion.

    Informational use only — not investment advice. Blue Water Macro Corp.