+32.3%
VCIT vs RRX
+211.2%
-178.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | 0.0% |
| 7D | -0.5% | +5.4% | -5.9% | -0.6% |
| 30D | +1.5% | +12.0% | -10.5% | +1.1% |
| 3M | -1.0% | +6.1% | -7.1% | -1.2% |
| 6M | -1.7% | -13.2% | +11.5% | -1.5% |
| YTD | -1.4% | +31.0% | -32.3% | -2.4% |
| 1Y | -0.9% | +38.8% | -39.7% | -2.1% |
| 3Y | +19.8% | +70.3% | -50.5% | +17.2% |
| 5Y | +4.6% | +15.5% | -10.9% | +2.8% |
| All | +32.3% | +211.2% | -178.9% | +28.6% |
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