+54.2%
RGTI vs VCIT
+5.1%
+49.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.9% | +1.1% |
| 7D | +0.5% | -1.2% | +1.6% | +4.0% |
| 30D | -17.1% | -1.6% | -15.5% | -13.1% |
| 3M | -26.0% | -2.3% | -23.7% | -20.3% |
| 6M | -9.9% | -1.9% | -7.9% | -2.9% |
| YTD | -31.1% | -1.8% | -29.2% | -26.0% |
| 1Y | -8.5% | -1.2% | -7.3% | -4.2% |
| 3Y | +652.2% | +18.1% | +634.1% | +398.1% |
| 5Y | +56.8% | +2.3% | +54.5% | +31.6% |
| All | +54.2% | +5.1% | +49.1% | +29.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling