+2,383.4%
ROST vs VCIT
+98.3%
+2,285.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.9% | -0.3% | +1.3% | +1.1% |
| 30D | -8.9% | -0.8% | -8.1% | -8.5% |
| 3M | -0.8% | -1.0% | +0.2% | -0.3% |
| 6M | +8.5% | -1.8% | +10.3% | +9.6% |
| YTD | +28.6% | -0.7% | +29.3% | +29.1% |
| 1Y | +52.3% | +1.0% | +51.4% | +51.7% |
| 3Y | +94.8% | +18.8% | +76.0% | +79.0% |
| 5Y | +110.8% | +3.5% | +107.3% | +100.1% |
| 10Y | +304.5% | +29.2% | +275.3% | +290.5% |
| All | +2,383.4% | +98.3% | +2,285.1% | +3,135.4% |
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