+3.3%
VCIT vs RBA
+48.6%
-45.4%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.6% | +0.2% |
| 7D | +0.5% | +7.3% | -6.9% | +0.2% |
| 30D | +2.1% | +16.9% | -14.9% | +1.5% |
| 3M | -1.6% | -0.5% | -1.1% | -1.6% |
| 6M | -1.6% | -10.4% | +8.8% | -1.3% |
| YTD | -1.5% | -7.2% | +5.7% | -1.5% |
| 1Y | -0.4% | -2.2% | +1.9% | -0.6% |
| 3Y | +19.6% | +43.7% | -24.2% | +17.1% |
| 5Y | +3.3% | +38.7% | -35.4% | +0.5% |
| All | +3.3% | +48.6% | -45.4% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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