-7.4%
BITO vs VCIT
+5.4%
-12.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.4% | -2.4% |
| 7D | +2.9% | -0.3% | +3.2% | +3.3% |
| 30D | +22.6% | -0.8% | +23.4% | +23.7% |
| 3M | +24.7% | -1.0% | +25.7% | +26.2% |
| 6M | +7.5% | -1.8% | +9.3% | +9.8% |
| YTD | -10.8% | -0.7% | -10.1% | -10.0% |
| 1Y | -29.9% | +1.0% | -30.9% | -30.5% |
| 3Y | +158.9% | +18.8% | +140.1% | +112.0% |
| All | -7.4% | +5.4% | -12.8% | -25.6% |
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