+30.9%
VCIT vs RMD
+340.9%
-310.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.6% |
| 7D | +0.1% | +3.1% | -3.0% | -0.1% |
| 30D | +1.1% | +1.8% | -0.6% | +1.0% |
| 3M | -1.4% | +6.7% | -8.1% | -1.7% |
| 6M | -2.3% | +13.9% | -16.2% | -3.1% |
| YTD | -1.8% | -2.0% | +0.2% | -1.9% |
| 1Y | -1.0% | -5.4% | +4.4% | -1.0% |
| 3Y | +19.3% | +67.4% | -48.1% | +15.6% |
| 5Y | +3.8% | -5.7% | +9.5% | +2.8% |
| All | +30.9% | +340.9% | -310.0% | +25.6% |
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