+37.8%
BKR vs VCIT
0.0%
+37.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.3% | -0.3% |
| 7D | -1.5% | -0.2% | -1.3% | -1.4% |
| 30D | -0.7% | -0.5% | -0.2% | -0.4% |
| 3M | +0.5% | -0.9% | +1.4% | +0.9% |
| 6M | +6.6% | -1.9% | +8.6% | +7.4% |
| YTD | +41.3% | -1.0% | +42.2% | +42.2% |
| All | +37.8% | 0.0% | +37.7% | +40.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling