+98.0%
VCIT vs RBA
+379.5%
-281.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | -0.3% | -2.9% | +2.6% | -0.3% |
| 30D | -0.8% | -12.3% | +11.5% | -0.5% |
| 3M | -1.0% | -20.5% | +19.5% | -0.6% |
| 6M | -1.8% | -18.5% | +16.7% | -1.5% |
| YTD | -0.7% | -18.2% | +17.5% | -0.4% |
| 1Y | +1.0% | -27.5% | +28.5% | +1.6% |
| 3Y | +18.8% | +38.1% | -19.2% | +17.8% |
| 5Y | +3.5% | +44.8% | -41.3% | +2.2% |
| 10Y | +29.2% | +187.1% | -157.9% | +26.6% |
| All | +98.0% | +379.5% | -281.5% | +94.2% |
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