+98.0%
VCIT vs RRX
+327.6%
-229.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -0.3% | +3.4% | -3.8% | -0.4% |
| 30D | -0.8% | -11.1% | +10.4% | -0.6% |
| 3M | -1.0% | -23.7% | +22.7% | -0.7% |
| 6M | -1.8% | -22.0% | +20.1% | -1.7% |
| YTD | -0.7% | +16.5% | -17.2% | -0.9% |
| 1Y | +1.0% | +11.5% | -10.5% | +0.8% |
| 3Y | +18.8% | +1.5% | +17.3% | +18.4% |
| 5Y | +3.5% | +18.3% | -14.8% | +2.9% |
| 10Y | +29.2% | +209.8% | -180.6% | +30.1% |
| All | +98.0% | +327.6% | -229.6% | +103.7% |
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