+20.1%
VCIT vs BN
+92.4%
-72.3%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.4% |
| 7D | +0.5% | +5.7% | -5.3% | 0.0% |
| 30D | +2.1% | +12.0% | -9.9% | +1.2% |
| 3M | -1.6% | -6.1% | +4.5% | -1.2% |
| 6M | -1.6% | -8.6% | +7.0% | -1.1% |
| YTD | -1.5% | -8.5% | +7.0% | -1.2% |
| 1Y | -0.4% | -8.4% | +8.0% | -0.1% |
| All | +20.1% | +92.4% | -72.3% | +9.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling