+18.7%
VCIT vs BBY
+89.3%
-70.6%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.2% |
| 7D | -1.4% | +4.5% | -5.9% | -1.6% |
| 30D | +0.6% | +16.8% | -16.2% | 0.0% |
| 3M | -2.2% | +23.2% | -25.4% | -2.9% |
| 6M | -2.3% | +91.9% | -94.3% | -4.3% |
| YTD | -2.2% | +61.6% | -63.8% | -3.8% |
| 1Y | -1.4% | +43.9% | -45.2% | -2.6% |
| 3Y | +18.7% | +88.6% | -69.9% | +15.6% |
| All | +18.7% | +89.3% | -70.6% | +15.6% |
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