+3.3%
VCIT vs RRC
+111.3%
-108.0%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | +0.7% | -10.3% | +11.0% | +0.8% |
| 30D | +1.8% | +19.5% | -17.7% | +1.6% |
| 3M | -1.6% | +27.9% | -29.5% | -1.8% |
| 6M | -2.1% | +21.2% | -23.3% | -2.3% |
| YTD | -1.6% | +39.6% | -41.1% | -2.0% |
| 1Y | -0.8% | +31.3% | -32.1% | -1.2% |
| 3Y | +19.9% | +51.9% | -32.0% | +19.0% |
| 5Y | +3.3% | +110.2% | -106.8% | +2.2% |
| All | +3.3% | +111.3% | -108.0% | +2.2% |
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