-91.3%
RIG vs VCIT
+98.3%
-189.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | +0.9% | -0.3% | +1.2% | +1.0% |
| 30D | +13.8% | -0.8% | +14.6% | +14.2% |
| 3M | -6.4% | -1.0% | -5.4% | -6.0% |
| 6M | -8.2% | -1.8% | -6.3% | -7.5% |
| YTD | +41.6% | -0.7% | +42.3% | +41.9% |
| 1Y | +88.7% | +1.0% | +87.7% | +87.5% |
| 3Y | -30.9% | +18.8% | -49.7% | -37.0% |
| 5Y | +57.7% | +3.5% | +54.2% | +53.3% |
| 10Y | -39.3% | +29.2% | -68.5% | -41.3% |
| All | -91.3% | +98.3% | -189.6% | -88.9% |
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