-22.2%
RKT vs VCIT
+4.5%
-26.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +5.0% |
| 3M | +6.3% | -1.0% | +7.3% | +12.3% |
| 6M | -15.5% | -1.8% | -13.6% | -6.3% |
| YTD | -27.4% | -0.7% | -26.7% | -22.9% |
| 1Y | -26.6% | +1.0% | -27.6% | -26.5% |
| 3Y | +41.2% | +18.8% | +22.4% | -15.2% |
| 5Y | -6.4% | +3.5% | -9.9% | +0.8% |
| All | -22.2% | +4.5% | -26.7% | -16.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling