+31.2%
VCIT vs RMD
+360.8%
-329.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +0.7% | +1.2% | -0.5% | +0.7% |
| 30D | +1.8% | +2.5% | -0.7% | +1.6% |
| 3M | -1.1% | +11.5% | -12.7% | -1.7% |
| 6M | -1.7% | +14.7% | -16.4% | -2.5% |
| YTD | -1.1% | -1.3% | +0.2% | -1.3% |
| 1Y | -0.4% | -5.3% | +4.9% | -0.3% |
| 3Y | +20.5% | +68.8% | -48.3% | +16.7% |
| 5Y | +3.8% | -5.9% | +9.6% | +2.8% |
| 10Y | +31.2% | +348.7% | -317.5% | +25.8% |
| All | +31.2% | +360.8% | -329.5% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling