+37.3%
BMY vs VCIT
-0.8%
+38.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | -1.4% | +0.7% | -2.1% | -2.5% |
| 30D | +5.1% | +1.8% | +3.3% | +2.5% |
| 3M | -3.0% | -1.6% | -1.4% | -1.1% |
| 6M | +13.1% | -2.1% | +15.2% | +16.5% |
| YTD | +20.3% | -1.6% | +21.9% | +23.4% |
| All | +37.3% | -0.8% | +38.1% | +34.9% |
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