+238.6%
RDW vs VCIT
+18.2%
+220.4%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.3% | +3.8% |
| 7D | +4.8% | -1.0% | +5.9% | +8.1% |
| 30D | -19.5% | -1.3% | -18.2% | -16.4% |
| 3M | -26.9% | -1.6% | -25.3% | -23.2% |
| 6M | +17.8% | -2.3% | +20.1% | +27.4% |
| YTD | +43.0% | -1.7% | +44.7% | +52.7% |
| 1Y | +32.1% | -0.7% | +32.8% | +37.7% |
| All | +238.6% | +18.2% | +220.4% | +164.9% |
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 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