+95.9%
VCIT vs RBA
+445.7%
-349.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | +0.6% |
| 7D | +0.4% | +12.7% | -12.2% | +0.2% |
| 30D | +2.2% | +15.5% | -13.4% | +1.8% |
| 3M | -1.8% | -14.0% | +12.2% | -1.6% |
| 6M | -1.6% | -8.8% | +7.2% | -1.5% |
| YTD | -1.7% | -6.9% | +5.2% | -1.7% |
| 1Y | -0.8% | -3.0% | +2.1% | -0.9% |
| 3Y | +19.3% | +44.2% | -24.9% | +18.1% |
| 5Y | +3.5% | +50.6% | -47.1% | +2.1% |
| 10Y | +28.6% | +232.8% | -204.2% | +25.6% |
| All | +95.9% | +445.7% | -349.9% | +91.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling