+31.2%
VCIT vs BUD
-2.1%
+33.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.2% |
| 7D | -1.4% | +1.0% | -2.4% | -1.5% |
| 30D | +0.6% | +6.7% | -6.1% | +0.2% |
| 3M | -2.2% | +5.7% | -7.9% | -2.5% |
| 6M | -2.3% | +5.8% | -8.1% | -2.6% |
| YTD | -2.2% | +34.4% | -36.6% | -3.6% |
| 1Y | -1.4% | +33.3% | -34.6% | -2.8% |
| 3Y | +18.7% | +48.8% | -30.1% | +16.2% |
| 5Y | +3.6% | +52.5% | -48.9% | +0.8% |
| All | +31.2% | -2.1% | +33.3% | +25.3% |
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