-8.5%
BX vs VCIT
-0.8%
-7.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.6% | +5.6% | +4.3% |
| 7D | +8.3% | +0.4% | +7.9% | +6.7% |
| 30D | +13.5% | +2.2% | +11.4% | +6.1% |
| 3M | -7.6% | -1.8% | -5.8% | -2.4% |
| 6M | +4.0% | -1.6% | +5.7% | +9.3% |
| YTD | -15.2% | -1.7% | -13.4% | -11.9% |
| 1Y | -8.5% | -0.8% | -7.6% | -6.4% |
| All | -8.5% | -0.8% | -7.7% | -6.4% |
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