+19.1%
VCIT vs BRO
-7.2%
+26.3%
-4.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-09 to 2026-09-09.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | -0.1% |
| 7D | -0.2% | -7.6% | +7.5% | 0.0% |
| 30D | -0.5% | -6.9% | +6.3% | -0.4% |
| 3M | -0.9% | +12.8% | -13.7% | -1.2% |
| 6M | -1.9% | -5.9% | +3.9% | -1.8% |
| YTD | -1.0% | -15.9% | +14.9% | -0.5% |
| 1Y | +0.2% | -28.1% | +28.4% | +1.2% |
| All | +19.1% | -7.2% | +26.3% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 2023-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BRO 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…
2023-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling