+91.0%
BKNG vs VCIT
+3.3%
+87.7%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.2% | -3.6% | -3.7% |
| 7D | -13.1% | -0.2% | -12.9% | -13.0% |
| 30D | -18.5% | -0.5% | -18.0% | -18.2% |
| 3M | +5.8% | -0.9% | +6.7% | +6.7% |
| 6M | -2.1% | -1.9% | -0.2% | -0.5% |
| YTD | -18.6% | -1.0% | -17.7% | -18.0% |
| 1Y | -21.7% | +0.2% | -21.9% | -21.7% |
| 3Y | +40.9% | +19.0% | +21.9% | +23.5% |
| 5Y | +91.0% | +3.1% | +87.9% | +71.7% |
| All | +91.0% | +3.3% | +87.7% | +71.7% |
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