+2,437.2%
ROST vs VCIT
+96.6%
+2,340.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.4% |
| 7D | +1.3% | +0.5% | +0.8% | +1.0% |
| 30D | +4.9% | +2.1% | +2.8% | +3.8% |
| 3M | -6.9% | -1.6% | -5.3% | -6.1% |
| 6M | +3.8% | -1.6% | +5.4% | +4.7% |
| YTD | +31.4% | -1.5% | +32.9% | +32.5% |
| 1Y | +46.2% | -0.4% | +46.6% | +46.6% |
| 3Y | +99.8% | +19.6% | +80.2% | +83.2% |
| 5Y | +107.6% | +3.3% | +104.4% | +97.7% |
| 10Y | +322.2% | +28.9% | +293.4% | +310.6% |
| All | +2,437.2% | +96.6% | +2,340.5% | +3,220.3% |
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 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