-1.5%
BAC vs VCIT
-0.8%
-0.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.4% | +3.3% |
| 7D | +1.5% | +0.4% | +1.1% | +1.0% |
| 30D | -4.4% | +2.2% | -6.6% | -6.5% |
| 3M | -17.5% | -1.8% | -15.7% | -16.0% |
| 6M | -0.1% | -1.6% | +1.6% | +1.5% |
| YTD | -4.6% | -1.7% | -2.9% | -4.3% |
| 1Y | -1.5% | -0.8% | -0.7% | -4.0% |
| All | -1.5% | -0.8% | -0.7% | -4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling