+10.3%
VCIT vs RVMD
+609.5%
-599.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.1% | -4.0% | 0.0% |
| 7D | +0.7% | +6.4% | -5.6% | +0.6% |
| 30D | +1.8% | +5.5% | -3.7% | +1.7% |
| 3M | -1.1% | -2.4% | +1.3% | -1.1% |
| 6M | -1.7% | +41.1% | -42.8% | -2.3% |
| YTD | -1.1% | +151.3% | -152.4% | -3.0% |
| 1Y | -0.4% | +228.1% | -228.4% | -2.6% |
| 3Y | +20.5% | +899.8% | -879.3% | +15.0% |
| 5Y | +3.8% | +514.0% | -510.2% | -1.2% |
| All | +10.3% | +609.5% | -599.2% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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