+316.4%
ROST vs VCIT
+30.3%
+286.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.5% |
| 7D | +3.2% | +0.1% | +3.1% | +3.1% |
| 30D | +7.4% | +1.1% | +6.3% | +6.3% |
| 3M | -6.1% | -1.4% | -4.7% | -4.8% |
| 6M | +6.2% | -2.3% | +8.6% | +8.6% |
| YTD | +33.4% | -1.8% | +35.2% | +35.8% |
| 1Y | +48.8% | -1.0% | +49.8% | +50.4% |
| 3Y | +99.5% | +19.3% | +80.3% | +69.4% |
| 5Y | +112.7% | +3.8% | +108.9% | +103.4% |
| 10Y | +316.4% | +30.6% | +285.9% | +298.9% |
| All | +316.4% | +30.3% | +286.2% | +298.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling