+701.6%
BE vs VCIT
+28.6%
+673.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.6% | -7.0% | -7.7% |
| 7D | -12.1% | +0.4% | -12.6% | -13.1% |
| 30D | -30.1% | +2.2% | -32.3% | -33.5% |
| 3M | -12.1% | -1.8% | -10.3% | -8.5% |
| 6M | -30.6% | -1.6% | -28.9% | -27.6% |
| YTD | +130.6% | -1.7% | +132.4% | +141.2% |
| 1Y | +55.3% | -0.8% | +56.1% | +59.3% |
| 3Y | +1,755.6% | +19.3% | +1,736.3% | +1,224.6% |
| 5Y | +564.5% | +3.5% | +560.9% | +499.3% |
| All | +701.6% | +28.6% | +673.0% | +1,068.4% |
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