+96.1%
VCIT vs BIDU
+88.7%
+7.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.2% |
| 6M | -2.1% | -41.8% | +39.6% | -1.6% |
| YTD | -1.6% | -37.3% | +35.7% | -1.3% |
| 1Y | -0.9% | -35.6% | +34.6% | -0.6% |
| 3Y | +20.0% | -24.5% | +44.4% | +20.0% |
| 5Y | +3.1% | -48.3% | +51.4% | +3.1% |
| 10Y | +28.7% | -51.2% | +79.9% | +28.5% |
| All | +96.1% | +88.7% | +7.4% | +103.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling