+3.8%
VCIT vs BIDU
-40.6%
+44.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.1% | -4.1% | -0.1% |
| 7D | -0.3% | +2.4% | -2.8% | -0.4% |
| 30D | -0.8% | -10.5% | +9.7% | -0.5% |
| 3M | -1.0% | -26.2% | +25.2% | -0.4% |
| 6M | -1.8% | -16.4% | +14.6% | -1.6% |
| YTD | -0.7% | -23.9% | +23.2% | -0.3% |
| 1Y | +1.0% | +1.3% | -0.3% | +0.6% |
| 3Y | +18.8% | -32.1% | +50.9% | +19.1% |
| All | +3.8% | -40.6% | +44.5% | +2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling