+20.1%
VCIT vs ROIV
+290.8%
-270.7%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.4% | +0.4% |
| 7D | +0.5% | -2.4% | +2.9% | +0.5% |
| 30D | +2.1% | +3.1% | -1.0% | +2.0% |
| 3M | -1.6% | +5.8% | -7.4% | -1.8% |
| 6M | -1.6% | +29.3% | -30.9% | -2.6% |
| YTD | -1.5% | +68.8% | -70.3% | -3.5% |
| 1Y | -0.4% | +81.0% | -81.4% | -2.7% |
| All | +20.1% | +290.8% | -270.7% | +11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling