+213.2%
RSP vs VCIT
+30.3%
+182.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.6% | +0.5% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | +3.7% | +1.1% | +2.6% | +2.7% |
| 3M | +0.7% | -1.4% | +2.0% | +1.8% |
| 6M | +9.0% | -2.3% | +11.4% | +11.2% |
| YTD | +16.7% | -1.8% | +18.5% | +18.5% |
| 1Y | +19.0% | -1.0% | +20.0% | +20.1% |
| 3Y | +64.7% | +19.3% | +45.5% | +43.8% |
| 5Y | +49.6% | +3.8% | +45.8% | +42.0% |
| 10Y | +213.2% | +30.6% | +182.6% | +205.2% |
| All | +213.2% | +30.3% | +182.9% | +205.2% |
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