+13.6%
ROL vs VCIT
+3.2%
+10.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.0% |
| 7D | +9.5% | +0.1% | +9.4% | +9.4% |
| 30D | +22.9% | +1.9% | +21.0% | +21.1% |
| 3M | +3.5% | -1.4% | +5.0% | +4.8% |
| 6M | -29.4% | -2.1% | -27.3% | -28.2% |
| YTD | -36.1% | -1.6% | -34.4% | -35.2% |
| 1Y | -34.4% | -0.9% | -33.4% | -33.9% |
| 3Y | +4.0% | +20.0% | -16.0% | -10.3% |
| All | +13.6% | +3.2% | +10.4% | +6.6% |
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