+532.2%
BE vs VCIT
+3.7%
+528.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.8% | -4.5% |
| 7D | +10.8% | -1.4% | +12.3% | +15.3% |
| 30D | -19.8% | +0.6% | -20.4% | -21.3% |
| 3M | -18.7% | -2.2% | -16.5% | -13.8% |
| 6M | -33.7% | -2.3% | -31.4% | -29.1% |
| YTD | +121.0% | -2.2% | +123.1% | +136.0% |
| 1Y | +85.4% | -1.4% | +86.8% | +93.7% |
| 3Y | +1,709.5% | +18.7% | +1,690.8% | +1,094.7% |
| All | +532.2% | +3.7% | +528.5% | +465.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling