+273.8%
RTX vs VCIT
+29.7%
+244.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.5% |
| 7D | -3.2% | +0.7% | -3.9% | -3.7% |
| 30D | +5.6% | +1.8% | +3.8% | +4.2% |
| 3M | -11.7% | -1.6% | -10.1% | -10.7% |
| 6M | +12.3% | -2.1% | +14.4% | +14.0% |
| YTD | +8.2% | -1.6% | +9.8% | +9.4% |
| 1Y | +12.6% | -0.8% | +13.4% | +13.2% |
| 3Y | +152.8% | +19.9% | +132.9% | +122.0% |
| 5Y | +140.2% | +3.3% | +136.9% | +135.9% |
| 10Y | +273.8% | +30.6% | +243.1% | +269.3% |
| All | +273.8% | +29.7% | +244.1% | +269.3% |
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