+98.0%
VCIT vs BTI
+350.8%
-252.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | 0.0% |
| 7D | -0.3% | -1.4% | +1.0% | -0.3% |
| 30D | -0.8% | -6.6% | +5.9% | -0.6% |
| 3M | -1.0% | -3.0% | +2.0% | -1.0% |
| 6M | -1.8% | -6.7% | +4.8% | -1.7% |
| YTD | -0.7% | +0.6% | -1.3% | -0.8% |
| 1Y | +1.0% | +5.6% | -4.6% | +0.8% |
| 3Y | +18.8% | +110.3% | -91.5% | +16.6% |
| 5Y | +3.5% | +114.3% | -110.8% | +1.4% |
| 10Y | +29.2% | +67.7% | -38.4% | +26.4% |
| All | +98.0% | +350.8% | -252.9% | +100.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling