+31.4%
VCIT vs BN
+297.2%
-265.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.6% |
| 7D | -1.4% | -0.3% | -1.1% | -1.4% |
| 30D | +0.8% | +13.6% | -12.8% | 0.0% |
| 3M | -1.7% | -6.7% | +4.9% | -1.4% |
| 6M | -2.1% | -9.0% | +6.9% | -1.6% |
| YTD | -2.0% | -8.8% | +6.8% | -1.7% |
| 1Y | -1.5% | -10.6% | +9.1% | -1.0% |
| 3Y | +19.0% | +98.8% | -79.8% | +13.0% |
| 5Y | +3.8% | +33.6% | -29.9% | -0.1% |
| All | +31.4% | +297.2% | -265.8% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling