+2,458.8%
ROST vs VCIT
+95.6%
+2,363.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.3% |
| 7D | +0.9% | -1.4% | +2.2% | +1.6% |
| 30D | +5.1% | +0.8% | +4.3% | +4.7% |
| 3M | -4.3% | -1.7% | -2.5% | -3.3% |
| 6M | +9.4% | -2.1% | +11.5% | +10.7% |
| YTD | +32.5% | -2.0% | +34.5% | +34.0% |
| 1Y | +46.9% | -1.5% | +48.4% | +48.2% |
| 3Y | +98.1% | +19.0% | +79.1% | +82.1% |
| 5Y | +116.9% | +3.8% | +113.2% | +106.6% |
| 10Y | +310.9% | +30.6% | +280.2% | +304.2% |
| All | +2,458.8% | +95.6% | +2,363.2% | +3,258.8% |
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