+33.8%
BX vs VCIT
+19.7%
+14.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.1% | 0.0% |
| 7D | +1.8% | +0.1% | +1.7% | +1.5% |
| 30D | +7.9% | +1.9% | +6.0% | +3.2% |
| 3M | -9.6% | -1.4% | -8.2% | -6.3% |
| 6M | -2.3% | -2.1% | -0.1% | +3.1% |
| YTD | -19.3% | -1.6% | -17.6% | -15.7% |
| 1Y | -13.2% | -0.9% | -12.3% | -10.8% |
| 3Y | +33.8% | +20.0% | +13.8% | -8.7% |
| All | +33.8% | +19.7% | +14.1% | -8.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling