+96.2%
VCIT vs RRX
+375.7%
-279.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.9% | -6.9% | 0.0% |
| 7D | +0.7% | +12.3% | -11.6% | +0.6% |
| 30D | +1.8% | +9.5% | -7.7% | +1.7% |
| 3M | -1.6% | +1.8% | -3.3% | -1.6% |
| 6M | -2.1% | -15.3% | +13.2% | -2.0% |
| YTD | -1.6% | +29.6% | -31.2% | -1.9% |
| 1Y | -0.8% | +34.1% | -34.9% | -1.2% |
| 3Y | +19.9% | +74.0% | -54.1% | +19.1% |
| 5Y | +3.3% | +14.7% | -11.4% | +2.5% |
| 10Y | +30.6% | +229.4% | -198.7% | +31.1% |
| All | +96.2% | +375.7% | -279.5% | +101.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling