+215.7%
BKR vs VCIT
+3.7%
+212.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.7% | +0.7% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | +3.9% | -0.8% | +4.6% | +4.1% |
| 3M | -1.1% | -0.5% | -0.5% | -0.9% |
| 6M | +7.6% | -1.4% | +9.0% | +8.0% |
| YTD | +41.9% | -0.8% | +42.7% | +42.2% |
| 1Y | +42.2% | +0.3% | +41.9% | +42.2% |
| 3Y | +84.3% | +19.2% | +65.0% | +75.1% |
| 5Y | +215.7% | +3.6% | +212.1% | +175.0% |
| All | +215.7% | +3.7% | +212.0% | +175.0% |
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 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