+96.3%
VCIT vs RMD
+1,049.8%
-953.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.2% |
| 7D | +0.5% | -5.3% | +5.8% | +0.6% |
| 30D | +2.1% | +8.4% | -6.4% | +1.8% |
| 3M | -1.6% | +7.1% | -8.7% | -1.8% |
| 6M | -1.6% | +15.8% | -17.4% | -2.0% |
| YTD | -1.5% | +0.2% | -1.7% | -1.6% |
| 1Y | -0.4% | -1.4% | +1.0% | -0.5% |
| 3Y | +19.6% | +61.3% | -41.7% | +17.9% |
| 5Y | +3.3% | -3.9% | +7.2% | +2.6% |
| 10Y | +28.9% | +365.6% | -336.7% | +29.2% |
| All | +96.3% | +1,049.8% | -953.5% | +104.2% |
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