+331.6%
BA vs VCIT
+96.2%
+235.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +1.4% |
| 7D | +5.9% | +0.4% | +5.5% | +5.4% |
| 30D | -8.2% | +2.2% | -10.3% | -10.5% |
| 3M | -25.4% | -1.8% | -23.5% | -23.8% |
| 6M | -20.0% | -1.6% | -18.4% | -18.3% |
| YTD | -18.5% | -1.7% | -16.7% | -16.5% |
| 1Y | -10.6% | -0.8% | -9.8% | -9.4% |
| 3Y | -9.3% | +19.3% | -28.6% | -25.8% |
| 5Y | -16.9% | +3.5% | -20.4% | -20.4% |
| 10Y | +37.9% | +28.6% | +9.3% | +23.0% |
| All | +331.6% | +96.2% | +235.4% | +448.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 all: compounded portfolio wealth divided by compounded VCIT 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…
all analysis · Full analysis span regression · 6 months rolling