-15.4%
RKT vs VCIT
-1.0%
-14.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.2% | 0.0% |
| 7D | +4.6% | +0.1% | +4.5% | +4.1% |
| 30D | +25.9% | +1.1% | +24.7% | +15.7% |
| 3M | +5.0% | -1.4% | +6.4% | +18.1% |
| 6M | -7.9% | -2.3% | -5.6% | +14.2% |
| YTD | -25.4% | -1.8% | -23.6% | -7.9% |
| 1Y | -15.4% | -1.0% | -14.4% | -2.7% |
| All | -15.4% | -1.0% | -14.4% | -2.7% |
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