+3.8%
VCIT vs RRC
+156.2%
-152.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | 0.0% |
| 7D | -0.3% | +1.3% | -1.6% | -0.4% |
| 30D | -0.8% | +10.1% | -10.9% | -0.9% |
| 3M | -1.0% | +4.0% | -5.0% | -1.1% |
| 6M | -1.8% | +1.6% | -3.4% | -1.9% |
| YTD | -0.7% | +19.7% | -20.4% | -1.0% |
| 1Y | +1.0% | +21.4% | -20.4% | +0.7% |
| 3Y | +18.8% | +29.7% | -10.8% | +18.2% |
| All | +3.8% | +156.2% | -152.4% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 5y: compounded portfolio wealth divided by compounded RRC 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…
5y analysis · Full analysis span regression · 6 months rolling