+10.5%
VCIT vs RVMD
+636.2%
-625.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -0.2% | -0.7% | +0.6% | -0.2% |
| 30D | -0.5% | +0.3% | -0.9% | -0.5% |
| 3M | -0.9% | +38.9% | -39.8% | -1.5% |
| 6M | -1.9% | +108.1% | -110.1% | -3.3% |
| YTD | -1.0% | +160.7% | -161.7% | -2.8% |
| 1Y | +0.2% | +407.3% | -407.0% | -2.8% |
| 3Y | +19.0% | +546.6% | -527.6% | +14.2% |
| 5Y | +3.1% | +579.8% | -576.7% | -2.0% |
| All | +10.5% | +636.2% | -625.7% | +6.2% |
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