+132.6%
RTX vs VCIT
+3.2%
+129.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -5.1% | +0.1% | -5.2% | -5.2% |
| 30D | +5.1% | +1.9% | +3.2% | +4.0% |
| 3M | -14.8% | -1.4% | -13.4% | -14.1% |
| 6M | +8.0% | -2.1% | +10.2% | +9.4% |
| YTD | +4.5% | -1.6% | +6.1% | +5.5% |
| 1Y | +9.8% | -0.9% | +10.8% | +10.4% |
| 3Y | +144.2% | +20.0% | +124.2% | +120.2% |
| All | +132.6% | +3.2% | +129.4% | +100.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling