+95.3%
VCIT vs BTI
+405.1%
-309.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -1.4% | -3.2% | +1.8% | -1.3% |
| 30D | +0.8% | +9.7% | -8.9% | +0.6% |
| 3M | -1.7% | +11.1% | -12.8% | -2.0% |
| 6M | -2.1% | -1.2% | -0.9% | -2.1% |
| YTD | -2.0% | +12.7% | -14.7% | -2.4% |
| 1Y | -1.5% | +15.8% | -17.3% | -1.9% |
| 3Y | +19.0% | +148.9% | -129.9% | +16.3% |
| 5Y | +3.8% | +151.9% | -148.2% | +1.4% |
| 10Y | +30.6% | +124.2% | -93.6% | +27.5% |
| All | +95.3% | +405.1% | -309.8% | +97.4% |
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 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