-37.7%
RBLX vs VCIT
+7.3%
-44.9%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.4% |
| 7D | +12.4% | -0.3% | +12.8% | +13.3% |
| 30D | +19.7% | -0.8% | +20.4% | +21.8% |
| 3M | -0.1% | -1.0% | +0.9% | +2.6% |
| 6M | -35.7% | -1.8% | -33.9% | -32.7% |
| YTD | -46.6% | -0.7% | -45.9% | -45.5% |
| 1Y | -66.6% | +1.0% | -67.6% | -67.2% |
| 3Y | +52.3% | +18.8% | +33.4% | +1.5% |
| 5Y | -47.7% | +3.5% | -51.2% | -41.8% |
| All | -37.7% | +7.3% | -44.9% | -40.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling