+12.2%
VCIT vs BTSG
+459.6%
-447.4%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.2% |
| 7D | +0.1% | +0.4% | -0.3% | +0.1% |
| 30D | +1.9% | +5.3% | -3.3% | +1.8% |
| 3M | -1.4% | +10.8% | -12.3% | -1.7% |
| 6M | -2.1% | +27.3% | -29.5% | -2.7% |
| YTD | -1.6% | +79.3% | -80.9% | -2.8% |
| 1Y | -0.9% | +106.0% | -106.9% | -2.3% |
| All | +12.2% | +459.6% | -447.4% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 3y: compounded portfolio wealth divided by compounded BTSG 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…
3y analysis · Full analysis span regression · 6 months rolling