+96.1%
VCIT vs RRX
+344.9%
-248.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.5% | -5.6% | -0.2% |
| 7D | +0.1% | +7.5% | -7.4% | 0.0% |
| 30D | +1.9% | +3.0% | -1.1% | +1.9% |
| 3M | -1.4% | -5.3% | +3.9% | -1.4% |
| 6M | -2.1% | -26.6% | +24.5% | -1.9% |
| YTD | -1.6% | +21.2% | -22.8% | -1.9% |
| 1Y | -0.9% | +25.9% | -26.9% | -1.3% |
| 3Y | +20.0% | +71.7% | -51.7% | +19.2% |
| 5Y | +3.1% | +7.8% | -4.6% | +2.5% |
| 10Y | +28.7% | +242.9% | -214.1% | +29.6% |
| All | +96.1% | +344.9% | -248.8% | +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