+55.6%
RGTI vs VCIT
+2.3%
+53.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.2% | +1.8% |
| 7D | -0.1% | -1.0% | +0.9% | +3.1% |
| 30D | -16.2% | -1.3% | -14.9% | -12.7% |
| 3M | -22.0% | -1.6% | -20.5% | -17.8% |
| 6M | -10.8% | -2.3% | -8.5% | -2.7% |
| YTD | -31.6% | -1.7% | -29.8% | -26.7% |
| 1Y | -6.4% | -0.7% | -5.6% | -3.0% |
| 3Y | +665.7% | +18.1% | +647.6% | +400.3% |
| 5Y | +55.6% | +2.4% | +53.2% | +38.5% |
| All | +55.6% | +2.3% | +53.3% | +38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling