+211.3%
BKR vs VCIT
+98.3%
+113.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.7% | -0.3% | +2.1% | +1.8% |
| 30D | +3.3% | -0.8% | +4.1% | +3.5% |
| 3M | -3.6% | -1.0% | -2.6% | -3.4% |
| 6M | +5.0% | -1.8% | +6.9% | +5.5% |
| YTD | +40.9% | -0.7% | +41.6% | +41.2% |
| 1Y | +39.2% | +1.0% | +38.3% | +38.9% |
| 3Y | +83.7% | +18.8% | +64.9% | +75.9% |
| 5Y | +207.5% | +3.5% | +204.1% | +200.4% |
| 10Y | +136.3% | +29.2% | +107.1% | +145.2% |
| All | +211.3% | +98.3% | +113.0% | +398.8% |
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 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