+31.2%
VCIT vs BAX
-35.8%
+67.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.4% | -0.2% |
| 7D | -1.4% | +0.1% | -1.5% | -1.4% |
| 30D | +0.6% | +4.1% | -3.5% | +0.4% |
| 3M | -2.2% | -4.5% | +2.3% | -2.1% |
| 6M | -2.3% | +49.2% | -51.6% | -3.4% |
| YTD | -2.2% | +35.2% | -37.4% | -3.2% |
| 1Y | -1.4% | +38.3% | -39.6% | -2.4% |
| 3Y | +18.7% | -19.0% | +37.8% | +18.7% |
| 5Y | +3.6% | -64.2% | +67.8% | +4.7% |
| All | +31.2% | -35.8% | +67.0% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 10y: compounded portfolio wealth divided by compounded BAX 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…
10y analysis · Full analysis span regression · 6 months rolling