-0.8%
RKT vs VCIT
+3.3%
-4.1%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.2% | -2.2% |
| 7D | +4.6% | +0.1% | +4.5% | +4.4% |
| 30D | +25.9% | +1.1% | +24.7% | +20.7% |
| 3M | +5.0% | -1.4% | +6.4% | +11.8% |
| 6M | -7.9% | -2.3% | -5.6% | +3.5% |
| YTD | -25.4% | -1.8% | -23.6% | -16.8% |
| 1Y | -15.4% | -1.0% | -14.4% | -8.2% |
| 3Y | +83.3% | +19.3% | +64.1% | +11.7% |
| 5Y | -0.8% | +3.8% | -4.6% | -13.8% |
| All | -0.8% | +3.3% | -4.1% | -13.8% |
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