-2.8%
RGTI vs VCIT
+4.8%
-7.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.2% | -6.7% | -6.4% |
| 7D | -18.1% | -1.4% | -16.7% | -14.3% |
| 30D | -17.6% | +0.6% | -18.2% | -19.0% |
| 3M | -48.3% | -2.2% | -46.1% | -44.7% |
| 6M | -47.8% | -2.3% | -45.4% | -43.4% |
| YTD | -56.6% | -2.2% | -54.4% | -52.8% |
| 1Y | -61.8% | -1.4% | -60.5% | -59.5% |
| 3Y | +807.5% | +18.7% | +788.8% | +492.1% |
| 5Y | -8.8% | +3.6% | -12.4% | -22.7% |
| All | -2.8% | +4.8% | -7.6% | -17.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling