+4.1%
VCIT vs BR
+18.8%
-14.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.2% |
| 7D | -1.4% | +1.1% | -2.5% | -1.5% |
| 30D | +0.6% | +14.4% | -13.8% | -0.5% |
| 3M | -2.2% | +12.4% | -14.6% | -3.2% |
| 6M | -2.3% | +35.4% | -37.8% | -4.9% |
| YTD | -2.2% | -12.2% | +10.0% | -1.0% |
| 1Y | -1.4% | -12.7% | +11.4% | -0.1% |
| 3Y | +18.7% | +14.3% | +4.5% | +16.1% |
| All | +4.1% | +18.8% | -14.7% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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