+190.3%
RDDT vs VCIT
+12.2%
+178.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.6% |
| 7D | -7.4% | -0.2% | -7.2% | -7.0% |
| 30D | -7.7% | -0.5% | -7.2% | -6.8% |
| 3M | -17.8% | -0.9% | -16.8% | -16.1% |
| 6M | +5.5% | -1.9% | +7.4% | +9.4% |
| YTD | -36.3% | -1.0% | -35.3% | -34.8% |
| 1Y | -39.0% | +0.2% | -39.3% | -38.5% |
| All | +190.3% | +12.2% | +178.1% | +150.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling