+3.1%
VCIT vs BTDR
+23.8%
-20.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.9% | -4.0% | 0.0% |
| 7D | -0.3% | +20.0% | -20.3% | -0.4% |
| 30D | -0.8% | +11.9% | -12.7% | -0.8% |
| 3M | -1.0% | -36.9% | +35.9% | -0.9% |
| 6M | -1.8% | +56.5% | -58.4% | -2.1% |
| YTD | -0.7% | +10.4% | -11.1% | -0.9% |
| 1Y | +1.0% | +3.1% | -2.1% | +0.7% |
| 3Y | +18.8% | -2.6% | +21.4% | +17.5% |
| 5Y | +3.5% | +25.2% | -21.7% | +2.0% |
| All | +3.1% | +23.8% | -20.7% | +1.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling