+554.1%
RTX vs VCIT
+96.6%
+457.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.4% |
| 7D | -3.8% | +0.5% | -4.2% | -3.9% |
| 30D | +4.7% | +2.1% | +2.6% | +4.0% |
| 3M | -13.4% | -1.6% | -11.8% | -13.0% |
| 6M | +11.8% | -1.6% | +13.4% | +12.4% |
| YTD | +5.8% | -1.5% | +7.3% | +6.3% |
| 1Y | +11.9% | -0.4% | +12.3% | +12.1% |
| 3Y | +146.3% | +19.6% | +126.7% | +133.2% |
| 5Y | +134.3% | +3.3% | +131.0% | +126.9% |
| 10Y | +277.9% | +28.9% | +249.0% | +287.5% |
| All | +554.1% | +96.6% | +457.4% | +896.2% |
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