+45.1%
RKT vs VCIT
+19.1%
+26.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +2.1% | -0.3% | +2.5% | +4.2% |
| 30D | +1.4% | -0.8% | +2.2% | +6.3% |
| 3M | +6.3% | -1.0% | +7.3% | +14.4% |
| 6M | -15.5% | -1.8% | -13.6% | -3.3% |
| YTD | -27.4% | -0.7% | -26.7% | -21.6% |
| 1Y | -26.6% | +1.0% | -27.6% | -26.7% |
| All | +45.1% | +19.1% | +26.0% | -31.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling