+3.5%
VCIT vs BTDR
-39.7%
+43.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +13.3% | -13.4% | -0.2% |
| 7D | +0.1% | -10.4% | +10.5% | +0.1% |
| 30D | +1.9% | -42.2% | +44.1% | +2.1% |
| 3M | -1.4% | -42.8% | +41.4% | -1.2% |
| 6M | -2.1% | -60.2% | +58.0% | -1.8% |
| YTD | -1.6% | -46.3% | +44.7% | -1.5% |
| 1Y | -0.9% | -71.7% | +70.7% | -0.6% |
| 3Y | +20.0% | +54.6% | -34.7% | +19.5% |
| All | +3.5% | -39.7% | +43.2% | +2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling