+648.0%
RSP vs VCIT
+96.6%
+551.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.0% |
| 7D | -1.4% | +0.5% | -1.9% | -1.6% |
| 30D | +2.1% | +2.1% | +0.1% | +1.2% |
| 3M | -0.9% | -1.6% | +0.6% | -0.2% |
| 6M | +7.5% | -1.6% | +9.1% | +8.3% |
| YTD | +14.6% | -1.5% | +16.1% | +15.4% |
| 1Y | +17.6% | -0.4% | +18.0% | +17.9% |
| 3Y | +60.8% | +19.6% | +41.2% | +50.4% |
| 5Y | +46.1% | +3.3% | +42.9% | +38.8% |
| 10Y | +221.4% | +28.9% | +192.5% | +220.4% |
| All | +648.0% | +96.6% | +551.4% | +977.5% |
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