+3.0%
VCIT vs ROIV
+264.1%
-261.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.1% | -5.5% | +0.5% |
| 7D | +0.4% | +3.0% | -2.6% | +0.4% |
| 30D | +2.2% | +6.8% | -4.7% | +2.0% |
| 3M | -1.8% | +10.5% | -12.4% | -2.1% |
| 6M | -1.6% | +34.8% | -36.4% | -2.3% |
| YTD | -1.7% | +76.2% | -77.9% | -2.8% |
| 1Y | -0.8% | +92.4% | -93.2% | -2.1% |
| 3Y | +19.3% | +312.0% | -292.7% | +16.1% |
| 5Y | +3.5% | +388.3% | -384.7% | -0.8% |
| All | +3.0% | +264.1% | -261.1% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling