-1.5%
VCIT vs BAX
+40.9%
-42.4%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.6% |
| 7D | -1.4% | +0.4% | -1.7% | -1.4% |
| 30D | +0.8% | +3.4% | -2.6% | +0.7% |
| 3M | -1.7% | -4.5% | +2.7% | -1.6% |
| 6M | -2.1% | +44.0% | -46.1% | -3.2% |
| YTD | -2.0% | +34.9% | -36.9% | -3.6% |
| 1Y | -1.5% | +37.9% | -39.4% | -3.1% |
| All | -1.5% | +40.9% | -42.4% | -3.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling