+53.5%
RGTI vs VCIT
+6.4%
+47.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.2% |
| 7D | -2.5% | -0.3% | -2.2% | -1.4% |
| 30D | -9.4% | -0.8% | -8.7% | -7.2% |
| 3M | -37.1% | -1.0% | -36.1% | -34.7% |
| 6M | -14.4% | -1.8% | -12.6% | -8.1% |
| YTD | -31.4% | -0.7% | -30.7% | -28.8% |
| 1Y | +0.5% | +1.0% | -0.5% | -1.1% |
| 3Y | +726.1% | +18.8% | +707.2% | +434.1% |
| 5Y | +56.2% | +3.5% | +52.7% | +26.7% |
| All | +53.5% | +6.4% | +47.2% | +24.5% |
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