+31.4%
VCIT vs RSG
+452.6%
-421.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.1% | -0.8% |
| 7D | -1.4% | +1.4% | -2.8% | -1.5% |
| 30D | +0.8% | +15.0% | -14.2% | 0.0% |
| 3M | -1.7% | +18.5% | -20.2% | -2.6% |
| 6M | -2.1% | +25.8% | -27.9% | -3.3% |
| YTD | -2.0% | +20.8% | -22.8% | -3.1% |
| 1Y | -1.5% | +24.8% | -26.3% | -2.7% |
| 3Y | +19.0% | +65.9% | -46.9% | +15.4% |
| 5Y | +3.8% | +99.1% | -95.3% | -0.5% |
| All | +31.4% | +452.6% | -421.2% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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