+55.2%
RIG vs VCIT
+4.1%
+51.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | +0.9% | -0.3% | +1.2% | +0.9% |
| 30D | +13.8% | -0.8% | +14.6% | +13.9% |
| 3M | -6.4% | -1.0% | -5.4% | -6.3% |
| 6M | -8.2% | -1.8% | -6.3% | -7.9% |
| YTD | +41.6% | -0.7% | +42.3% | +41.8% |
| 1Y | +88.7% | +1.0% | +87.7% | +88.2% |
| 3Y | -30.9% | +18.8% | -49.7% | -33.9% |
| All | +55.2% | +4.1% | +51.1% | -3.0% |
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