+29.3%
VCIT vs BTI
+67.8%
-38.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | +0.1% | -1.4% | +1.5% | +0.1% |
| 30D | -0.8% | -7.0% | +6.3% | -0.5% |
| 3M | -0.5% | -6.3% | +5.8% | -0.3% |
| 6M | -1.4% | -2.0% | +0.6% | -1.4% |
| YTD | -0.8% | +0.2% | -1.0% | -0.9% |
| 1Y | +0.3% | +3.8% | -3.5% | +0.1% |
| 3Y | +19.2% | +112.1% | -92.9% | +15.6% |
| 5Y | +3.6% | +113.6% | -110.0% | +0.3% |
| 10Y | +29.3% | +69.6% | -40.3% | +25.4% |
| All | +29.3% | +67.8% | -38.5% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling