+3.5%
VCIT vs BTI
+155.8%
-152.4%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.3% | 0.0% |
| 7D | +0.1% | -1.0% | +1.1% | +0.1% |
| 30D | +1.9% | +13.0% | -11.1% | +1.3% |
| 3M | -1.4% | +5.3% | -6.8% | -1.7% |
| 6M | -2.1% | +5.3% | -7.4% | -2.5% |
| YTD | -1.6% | +12.4% | -14.0% | -2.3% |
| 1Y | -0.9% | +18.9% | -19.9% | -1.9% |
| 3Y | +20.0% | +144.0% | -124.1% | +13.8% |
| All | +3.5% | +155.8% | -152.4% | -0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling