+26.7%
VCIT vs ROKU
+867.7%
-841.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | -0.2% |
| 7D | -0.2% | -3.0% | +2.9% | -0.1% |
| 30D | -0.5% | +0.7% | -1.2% | -0.5% |
| 3M | -0.9% | +26.5% | -27.4% | -1.4% |
| 6M | -1.9% | +52.6% | -54.6% | -2.7% |
| YTD | -1.0% | +40.9% | -41.9% | -1.6% |
| 1Y | +0.2% | +57.6% | -57.4% | -0.6% |
| 3Y | +19.0% | +83.2% | -64.2% | +16.9% |
| 5Y | +3.1% | -54.8% | +57.9% | +1.8% |
| All | +26.7% | +867.7% | -841.0% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 ROKU 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