+98.0%
VCIT vs RMD
+997.2%
-899.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -0.3% | -5.0% | +4.6% | -0.2% |
| 30D | -0.8% | +2.2% | -3.0% | -0.8% |
| 3M | -1.0% | +17.8% | -18.9% | -1.5% |
| 6M | -1.8% | -11.3% | +9.5% | -1.6% |
| YTD | -0.7% | -4.4% | +3.7% | -0.7% |
| 1Y | +1.0% | -15.7% | +16.7% | +1.3% |
| 3Y | +18.8% | +47.7% | -28.9% | +17.5% |
| 5Y | +3.5% | -19.2% | +22.7% | +3.1% |
| 10Y | +29.2% | +280.4% | -251.2% | +29.4% |
| All | +98.0% | +997.2% | -899.2% | +106.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling