+29.3%
VCIT vs RRX
+214.6%
-185.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | +0.1% | +4.3% | -4.2% | 0.0% |
| 30D | -0.8% | -8.0% | +7.3% | -0.6% |
| 3M | -0.5% | -22.0% | +21.5% | 0.0% |
| 6M | -1.4% | -11.9% | +10.5% | -1.3% |
| YTD | -0.8% | +17.1% | -17.9% | -1.4% |
| 1Y | +0.3% | +14.9% | -14.6% | -0.4% |
| 3Y | +19.2% | +6.9% | +12.3% | +18.0% |
| 5Y | +3.6% | +19.6% | -16.0% | +1.9% |
| 10Y | +29.3% | +215.9% | -186.7% | +26.0% |
| All | +29.3% | +214.6% | -185.3% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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