+4.6%
VCIT vs RIO
+93.1%
-88.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -0.5% | +0.5% | -1.0% | -0.5% |
| 30D | +1.5% | -9.9% | +11.4% | +1.9% |
| 3M | -1.0% | -14.0% | +13.1% | -0.3% |
| 6M | -1.7% | -19.5% | +17.9% | -0.8% |
| YTD | -1.4% | +11.5% | -12.9% | -1.9% |
| 1Y | -0.9% | +26.9% | -27.9% | -2.0% |
| 3Y | +19.8% | +55.1% | -35.3% | +17.2% |
| 5Y | +4.6% | +90.7% | -86.1% | +3.2% |
| All | +4.6% | +93.1% | -88.5% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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