-1.1%
BX vs VCIT
+3.6%
-4.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.2% | -1.4% |
| 7D | -1.1% | -1.4% | +0.3% | +2.0% |
| 30D | +8.8% | +0.8% | +8.0% | +7.2% |
| 3M | -18.3% | -1.7% | -16.5% | -14.8% |
| 6M | -1.5% | -2.1% | +0.6% | +3.6% |
| YTD | -19.9% | -2.0% | -17.9% | -15.8% |
| 1Y | -14.5% | -1.5% | -13.0% | -11.1% |
| 3Y | +32.3% | +19.0% | +13.3% | -6.3% |
| 5Y | -1.1% | +3.8% | -4.9% | -17.4% |
| All | -1.1% | +3.6% | -4.7% | -17.4% |
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 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