+19.3%
VCIT vs BBY
+42.8%
-23.5%
-4.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | -0.1% |
| 7D | -0.3% | +9.5% | -9.8% | -0.6% |
| 30D | -0.8% | +6.8% | -7.6% | -1.0% |
| 3M | -1.0% | +28.9% | -29.9% | -1.8% |
| 6M | -1.8% | +37.8% | -39.6% | -2.9% |
| YTD | -0.7% | +38.7% | -39.4% | -1.8% |
| 1Y | +1.0% | +23.7% | -22.7% | +0.2% |
| All | +19.3% | +42.8% | -23.5% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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