+20.0%
VCIT vs BIDU
-25.8%
+45.8%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.0% | -3.1% | -0.2% |
| 7D | +0.1% | +7.2% | -7.1% | 0.0% |
| 30D | +1.9% | -4.0% | +5.9% | +2.0% |
| 3M | -1.4% | -25.1% | +23.7% | -1.0% |
| 6M | -2.1% | -41.8% | +39.6% | -1.3% |
| YTD | -1.6% | -37.3% | +35.7% | -1.0% |
| 1Y | -0.9% | -35.6% | +34.6% | -0.4% |
| 3Y | +20.0% | -24.5% | +44.4% | +20.1% |
| All | +20.0% | -25.8% | +45.8% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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