-6.3%
RKT vs VCIT
+4.1%
-10.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +2.1% | -0.3% | +2.5% | +3.6% |
| 30D | +1.4% | -0.8% | +2.2% | +4.9% |
| 3M | +6.3% | -1.0% | +7.3% | +12.2% |
| 6M | -15.5% | -1.8% | -13.6% | -6.5% |
| YTD | -27.4% | -0.7% | -26.7% | -23.0% |
| 1Y | -26.6% | +1.0% | -27.6% | -26.5% |
| 3Y | +41.2% | +18.8% | +22.4% | -12.9% |
| All | -6.3% | +4.1% | -10.3% | -26.0% |
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