+214.2%
RDW vs VCIT
+19.0%
+195.2%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.6% | -3.2% |
| 7D | +7.2% | -1.4% | +8.6% | +12.1% |
| 30D | -10.3% | +0.6% | -10.9% | -12.5% |
| 3M | -41.4% | -2.2% | -39.2% | -37.3% |
| 6M | -32.5% | -2.3% | -30.2% | -26.9% |
| YTD | +1.7% | -2.2% | +3.9% | +10.5% |
| 1Y | +39.0% | -1.4% | +40.4% | +47.7% |
| 3Y | +214.2% | +18.7% | +195.5% | +148.2% |
| All | +214.2% | +19.0% | +195.2% | +148.2% |
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