-33.2%
ROL vs VCIT
-0.8%
-32.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +0.8% | -0.5% | +1.2% | +1.4% |
| 30D | +20.6% | +1.5% | +19.1% | +18.8% |
| 3M | +4.5% | -1.0% | +5.4% | +4.2% |
| 6M | -26.5% | -1.7% | -24.9% | -26.3% |
| YTD | -34.8% | -1.4% | -33.5% | -35.5% |
| 1Y | -33.2% | -0.9% | -32.2% | -34.5% |
| All | -33.2% | -0.8% | -32.4% | -34.5% |
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