+652.6%
RSP vs VCIT
+98.3%
+554.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.8% | -0.3% | -0.4% | -0.6% |
| 30D | -0.3% | -0.8% | +0.4% | 0.0% |
| 3M | +4.3% | -1.0% | +5.3% | +4.8% |
| 6M | +8.8% | -1.8% | +10.7% | +9.8% |
| YTD | +15.3% | -0.7% | +16.0% | +15.7% |
| 1Y | +18.3% | +1.0% | +17.3% | +17.9% |
| 3Y | +52.8% | +18.8% | +34.0% | +43.1% |
| 5Y | +51.7% | +3.5% | +48.2% | +43.6% |
| 10Y | +208.5% | +29.2% | +179.2% | +205.5% |
| All | +652.6% | +98.3% | +554.3% | +979.9% |
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