+18.7%
VCIT vs BTDR
+41.1%
-22.3%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -8.6% | +8.5% | -0.1% |
| 7D | -1.4% | -6.9% | +5.5% | -1.4% |
| 30D | +0.6% | -31.5% | +32.1% | +0.8% |
| 3M | -2.2% | -36.1% | +33.8% | -2.0% |
| 6M | -2.3% | -57.6% | +55.3% | -1.9% |
| YTD | -2.2% | -50.0% | +47.9% | -2.0% |
| 1Y | -1.4% | -49.6% | +48.2% | -1.2% |
| 3Y | +18.7% | +48.5% | -29.8% | +14.7% |
| All | +18.7% | +41.1% | -22.3% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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