+169.3%
RTX vs VCIT
+4.1%
+165.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -5.2% | -0.3% | -4.8% | -5.0% |
| 30D | -9.4% | -0.8% | -8.6% | -9.0% |
| 3M | +12.3% | -1.0% | +13.3% | +12.9% |
| 6M | -3.1% | -1.8% | -1.3% | -2.1% |
| YTD | +10.7% | -0.7% | +11.4% | +11.1% |
| 1Y | +28.4% | +1.0% | +27.4% | +27.8% |
| 3Y | +147.1% | +18.8% | +128.2% | +124.1% |
| All | +169.3% | +4.1% | +165.3% | +146.5% |
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 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