+120.2%
BKR vs VCIT
+28.6%
+91.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.4% | -0.5% |
| 7D | -7.0% | -1.2% | -5.8% | -6.3% |
| 30D | -8.1% | -1.6% | -6.6% | -7.2% |
| 3M | -6.6% | -2.3% | -4.3% | -5.3% |
| 6M | +0.9% | -1.9% | +2.8% | +2.1% |
| YTD | +31.1% | -1.8% | +32.9% | +32.6% |
| 1Y | +27.7% | -1.2% | +28.9% | +28.6% |
| 3Y | +71.2% | +18.1% | +53.2% | +53.6% |
| 5Y | +177.6% | +2.3% | +175.4% | +178.8% |
| All | +120.2% | +28.6% | +91.5% | +144.1% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling