+99.5%
ROST vs VCIT
+19.2%
+80.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +35.7% |
| 1Y | +48.8% | -1.0% | +49.8% | +50.4% |
| 3Y | +99.5% | +19.3% | +80.3% | +85.3% |
| All | +99.5% | +19.2% | +80.3% | +85.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling