+2,229.0%
BKNG vs VCIT
+98.3%
+2,130.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -6.0% | -0.3% | -5.7% | -5.8% |
| 30D | -6.6% | -0.8% | -5.9% | -6.3% |
| 3M | +15.7% | -1.0% | +16.7% | +16.3% |
| 6M | +14.1% | -1.8% | +16.0% | +15.2% |
| YTD | -9.3% | -0.7% | -8.6% | -9.0% |
| 1Y | -12.8% | +1.0% | -13.7% | -13.1% |
| 3Y | +58.4% | +18.8% | +39.6% | +46.6% |
| 5Y | +114.1% | +3.5% | +110.7% | +104.6% |
| 10Y | +246.8% | +29.2% | +217.6% | +239.7% |
| All | +2,229.0% | +98.3% | +2,130.7% | +3,363.0% |
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