+3.3%
VCIT vs BBY
+3.5%
-0.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.7% | -6.6% | -0.2% |
| 7D | +0.7% | +10.5% | -9.8% | +0.2% |
| 30D | +1.8% | +22.1% | -20.3% | +0.8% |
| 3M | -1.6% | +31.0% | -32.5% | -2.8% |
| 6M | -2.1% | +83.2% | -85.3% | -5.0% |
| YTD | -1.6% | +65.1% | -66.6% | -4.1% |
| 1Y | -0.8% | +41.6% | -42.4% | -2.6% |
| 3Y | +19.9% | +95.6% | -75.7% | +14.3% |
| 5Y | +3.3% | +1.0% | +2.3% | -0.3% |
| All | +3.3% | +3.5% | -0.2% | -0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling