-0.9%
VCIT vs BBWI
-6.0%
+5.1%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.3% | +3.1% | 0.0% |
| 7D | +0.1% | -6.2% | +6.3% | +0.2% |
| 30D | +1.9% | +19.9% | -18.0% | +1.5% |
| 3M | -1.4% | +7.1% | -8.6% | -1.7% |
| 6M | -2.1% | +13.7% | -15.8% | -2.6% |
| YTD | -1.6% | +9.6% | -11.2% | -2.0% |
| 1Y | -0.9% | -1.6% | +0.7% | -1.3% |
| All | -0.9% | -6.0% | +5.1% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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