-1.0%
VCIT vs BAX
+47.2%
-48.2%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +0.1% | +3.6% | -3.5% | 0.0% |
| 30D | +1.1% | +8.5% | -7.4% | +0.9% |
| 3M | -1.4% | -4.9% | +3.5% | -1.2% |
| 6M | -2.3% | +47.0% | -49.3% | -3.5% |
| YTD | -1.8% | +38.4% | -40.2% | -3.4% |
| 1Y | -1.0% | +49.1% | -50.1% | -2.9% |
| All | -1.0% | +47.2% | -48.2% | -2.9% |
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