+20.5%
VCIT vs BBWI
-25.2%
+45.7%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | 0.0% |
| 7D | +0.7% | -6.2% | +6.9% | +0.9% |
| 30D | +1.8% | +25.5% | -23.7% | +1.3% |
| 3M | -1.1% | +8.0% | -9.1% | -1.4% |
| 6M | -1.7% | +12.7% | -14.3% | -2.1% |
| YTD | -1.1% | +11.6% | -12.8% | -1.6% |
| 1Y | -0.4% | -0.9% | +0.5% | -0.7% |
| 3Y | +20.5% | -22.7% | +43.2% | +21.0% |
| All | +20.5% | -25.2% | +45.7% | +21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling