+19.3%
MA vs VCIT
-0.7%
+20.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.6% |
| 7D | +3.2% | +0.5% | +2.7% | +2.9% |
| 30D | +15.9% | +2.1% | +13.9% | +15.0% |
| 3M | +15.2% | -1.6% | +16.7% | +15.4% |
| 6M | +32.4% | -1.6% | +34.0% | +32.6% |
| YTD | +15.6% | -1.5% | +17.1% | +14.2% |
| 1Y | +19.3% | -0.4% | +19.7% | +14.1% |
| All | +19.3% | -0.7% | +20.0% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling