+98.0%
VCIT vs BIDU
+129.3%
-31.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -0.7% |
| 3M | -1.0% | -26.2% | +25.2% | -0.7% |
| 6M | -1.8% | -16.4% | +14.6% | -1.7% |
| YTD | -0.7% | -23.9% | +23.2% | -0.5% |
| 1Y | +1.0% | +1.3% | -0.3% | +0.8% |
| 3Y | +18.8% | -32.1% | +50.9% | +18.9% |
| 5Y | +3.5% | -39.0% | +42.4% | +3.2% |
| 10Y | +29.2% | -44.0% | +73.3% | +28.7% |
| All | +98.0% | +129.3% | -31.3% | +105.3% |
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