+20.5%
VCIT vs RVTY
+90.0%
-69.6%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.6% | -3.6% | -0.1% |
| 7D | +0.7% | +6.0% | -5.3% | +0.5% |
| 30D | +1.8% | +4.3% | -2.5% | +1.6% |
| 3M | -1.1% | +40.2% | -41.4% | -2.7% |
| 6M | -1.7% | +59.3% | -61.0% | -4.0% |
| YTD | -1.1% | +66.5% | -67.7% | -3.9% |
| 1Y | -0.4% | +77.5% | -77.8% | -3.4% |
| 3Y | +20.5% | +92.5% | -72.0% | +13.5% |
| All | +20.5% | +90.0% | -69.6% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 3y: compounded portfolio wealth divided by compounded RVTY 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…
3y analysis · Full analysis span regression · 6 months rolling