+33.2%
BE vs VCIT
-1.0%
+34.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -2.4% |
| 7D | -13.4% | +0.1% | -13.5% | -13.8% |
| 30D | -33.9% | +1.1% | -35.0% | -36.9% |
| 3M | -12.0% | -1.4% | -10.6% | -6.7% |
| 6M | -29.0% | -2.3% | -26.6% | -22.5% |
| YTD | +113.4% | -1.8% | +115.2% | +129.6% |
| 1Y | +33.2% | -1.0% | +34.2% | +43.3% |
| All | +33.2% | -1.0% | +34.2% | +43.3% |
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 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