-36.0%
RBLX vs VCIT
+3.2%
-39.2%
-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 | +14.7% | +0.1% | +14.6% | +14.5% |
| 30D | +6.2% | +1.9% | +4.3% | +1.8% |
| 3M | +36.8% | -1.4% | +38.2% | +41.4% |
| 6M | +12.7% | -2.1% | +14.8% | +18.7% |
| YTD | -39.2% | -1.6% | -37.5% | -36.6% |
| 1Y | -51.3% | -0.9% | -50.4% | -50.1% |
| 3Y | +45.6% | +20.0% | +25.7% | -5.9% |
| All | -36.0% | +3.2% | -39.2% | -6.6% |
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