+3.1%
VCIT vs ROIV
+270.3%
-267.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.2% | -6.3% | -0.2% |
| 7D | +0.1% | +5.3% | -5.2% | 0.0% |
| 30D | +1.9% | +11.9% | -10.0% | +1.7% |
| 3M | -1.4% | +10.7% | -12.2% | -1.7% |
| 6M | -2.1% | +34.9% | -37.0% | -2.8% |
| YTD | -1.6% | +79.2% | -80.8% | -2.8% |
| 1Y | -0.9% | +89.0% | -89.9% | -2.2% |
| 3Y | +20.0% | +337.3% | -317.4% | +16.6% |
| 5Y | +3.1% | +402.3% | -399.2% | -1.2% |
| All | +3.1% | +270.3% | -267.2% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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