+4.1%
VCIT vs ROIV
+232.7%
-228.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | 0.0% |
| 7D | -0.3% | +0.6% | -1.0% | -0.4% |
| 30D | -0.8% | +1.0% | -1.7% | -0.8% |
| 3M | -1.0% | +18.3% | -19.3% | -1.3% |
| 6M | -1.8% | +18.3% | -20.2% | -2.2% |
| YTD | -0.7% | +61.0% | -61.7% | -1.6% |
| 1Y | +1.0% | +177.9% | -176.9% | -0.9% |
| 3Y | +18.8% | +199.1% | -180.2% | +16.1% |
| 5Y | +3.5% | +250.7% | -247.2% | -0.3% |
| All | +4.1% | +232.7% | -228.6% | +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