+75.9%
VCIT vs BAH
+1,110.0%
-1,034.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -0.9% | +0.2% |
| 7D | +0.5% | +6.0% | -5.6% | +0.4% |
| 30D | +2.1% | +31.1% | -29.0% | +1.6% |
| 3M | -1.6% | +25.2% | -26.7% | -1.9% |
| 6M | -1.6% | +18.9% | -20.5% | -1.9% |
| YTD | -1.5% | +8.3% | -9.8% | -1.7% |
| 1Y | -0.4% | +6.2% | -6.6% | -0.6% |
| 3Y | +19.6% | -22.8% | +42.3% | +19.7% |
| 5Y | +3.3% | +13.6% | -10.3% | +2.6% |
| 10Y | +28.9% | +240.2% | -211.3% | +27.9% |
| All | +75.9% | +1,110.0% | -1,034.1% | +73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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