+28.9%
VCIT vs BUD
-9.0%
+37.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.3% | -0.1% |
| 7D | +0.1% | +4.5% | -4.4% | -0.1% |
| 30D | +1.9% | +12.5% | -10.6% | +1.3% |
| 3M | -1.4% | 0.0% | -1.4% | -1.5% |
| 6M | -2.1% | +3.8% | -5.9% | -2.4% |
| YTD | -1.6% | +33.1% | -34.7% | -3.1% |
| 1Y | -0.9% | +35.5% | -36.4% | -2.4% |
| 3Y | +20.0% | +49.4% | -29.4% | +17.3% |
| 5Y | +3.1% | +48.0% | -44.9% | +0.4% |
| All | +28.9% | -9.0% | +37.9% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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