+20.0%
VCIT vs BAX
-19.9%
+39.9%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.7% | -0.1% |
| 7D | +0.1% | +12.1% | -12.0% | -0.3% |
| 30D | +1.9% | +7.6% | -5.7% | +1.6% |
| 3M | -1.4% | -4.5% | +3.0% | -1.3% |
| 6M | -2.1% | +52.0% | -54.2% | -3.7% |
| YTD | -1.6% | +35.1% | -36.8% | -3.0% |
| 1Y | -0.9% | +43.7% | -44.6% | -2.6% |
| 3Y | +20.0% | -20.9% | +40.9% | +19.2% |
| All | +20.0% | -19.9% | +39.9% | +19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling