+28.3%
RDW vs VCIT
+1.3%
+27.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.6% |
| 7D | -3.1% | -0.3% | -2.8% | -1.2% |
| 30D | -1.8% | -0.8% | -1.0% | +2.5% |
| 3M | -50.9% | -1.0% | -49.9% | -47.7% |
| 6M | +13.5% | -1.8% | +15.3% | +20.7% |
| YTD | +38.6% | -0.7% | +39.3% | +46.5% |
| 1Y | +28.3% | +1.0% | +27.3% | +23.6% |
| All | +28.3% | +1.3% | +27.0% | +23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling