+4.1%
VCIT vs BB
-17.6%
+21.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | -0.1% |
| 7D | -1.4% | +1.8% | -3.3% | -1.5% |
| 30D | +0.6% | +8.1% | -7.6% | +0.3% |
| 3M | -2.2% | -1.0% | -1.2% | -2.3% |
| 6M | -2.3% | +45.9% | -48.2% | -3.6% |
| YTD | -2.2% | +134.8% | -137.0% | -4.8% |
| 1Y | -1.4% | +104.6% | -106.0% | -3.7% |
| 3Y | +18.7% | +152.8% | -134.1% | +13.9% |
| All | +4.1% | -17.6% | +21.6% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling