+1,574.6%
BE vs VCIT
+19.1%
+1,555.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.4% | +7.4% |
| 7D | +20.0% | -0.3% | +20.3% | +21.1% |
| 30D | +7.9% | -0.8% | +8.7% | +10.4% |
| 3M | -13.2% | -1.0% | -12.2% | -10.3% |
| 6M | +53.5% | -1.8% | +55.3% | +62.7% |
| YTD | +191.0% | -0.7% | +191.7% | +199.0% |
| 1Y | +360.5% | +1.0% | +359.5% | +352.8% |
| All | +1,574.6% | +19.1% | +1,555.5% | +1,084.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling