+3.5%
VCIT vs RVMD
+469.5%
-466.1%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.2% | -8.4% | -0.3% |
| 7D | +0.1% | +0.5% | -0.4% | +0.1% |
| 30D | +1.9% | -4.3% | +6.2% | +2.0% |
| 3M | -1.4% | -2.8% | +1.4% | -1.4% |
| 6M | -2.1% | +27.3% | -29.4% | -2.7% |
| YTD | -1.6% | +141.4% | -143.0% | -3.7% |
| 1Y | -0.9% | +213.3% | -214.2% | -3.6% |
| 3Y | +20.0% | +792.7% | -772.7% | +13.5% |
| All | +3.5% | +469.5% | -466.1% | -3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling