+209.9%
BKNG vs VCIT
+28.8%
+181.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +1.2% |
| 7D | -10.7% | -1.0% | -9.6% | -9.8% |
| 30D | -18.1% | -1.3% | -16.8% | -17.1% |
| 3M | +8.5% | -1.6% | +10.1% | +10.3% |
| 6M | -0.1% | -2.3% | +2.2% | +2.3% |
| YTD | -18.2% | -1.7% | -16.5% | -16.8% |
| 1Y | -19.9% | -0.7% | -19.1% | -19.2% |
| 3Y | +41.6% | +18.1% | +23.5% | +21.2% |
| 5Y | +93.1% | +2.4% | +90.7% | +89.4% |
| All | +209.9% | +28.8% | +181.1% | +181.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling