-3.5%
RKT vs VCIT
-0.9%
-2.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +2.5% |
| 7D | +17.7% | +0.1% | +17.6% | +16.5% |
| 30D | +31.6% | +1.9% | +29.7% | +14.4% |
| 3M | +13.9% | -1.4% | +15.4% | +29.4% |
| 6M | +2.8% | -2.1% | +4.9% | +26.0% |
| YTD | -22.2% | -1.6% | -20.6% | -4.9% |
| 1Y | -3.5% | -0.9% | -2.6% | +11.1% |
| All | -3.5% | -0.9% | -2.7% | +11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling