-46.3%
RBLX vs VCIT
+3.7%
-50.0%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.7% |
| 7D | +10.2% | +0.1% | +10.1% | +10.0% |
| 30D | +18.6% | -0.8% | +19.4% | +20.7% |
| 3M | +6.0% | -0.5% | +6.5% | +7.7% |
| 6M | -29.5% | -1.4% | -28.1% | -26.9% |
| YTD | -44.7% | -0.8% | -43.9% | -43.5% |
| 1Y | -65.1% | +0.3% | -65.4% | -65.2% |
| 3Y | +54.5% | +19.2% | +35.3% | +2.4% |
| 5Y | -46.3% | +3.6% | -49.9% | -35.4% |
| All | -46.3% | +3.7% | -50.0% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 5y: compounded portfolio wealth divided by compounded VCIT 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…
5y analysis · Full analysis span regression · 6 months rolling