+1,835.1%
BKNG vs VCIT
+97.0%
+1,738.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -6.3% | -0.5% | -5.8% | -6.0% |
| 30D | +1.1% | +1.5% | -0.3% | +0.4% |
| 3M | -24.6% | -1.0% | -23.6% | -24.1% |
| 6M | +2.0% | -1.7% | +3.7% | +3.0% |
| YTD | -24.7% | -1.4% | -23.3% | -24.1% |
| 1Y | -20.0% | -0.9% | -19.0% | -19.5% |
| 3Y | +33.4% | +19.8% | +13.6% | +23.2% |
| 5Y | +65.4% | +4.6% | +60.8% | +57.8% |
| 10Y | +166.1% | +31.5% | +134.6% | +165.8% |
| All | +1,835.1% | +97.0% | +1,738.1% | +2,788.7% |
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 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