+211.7%
MCD vs VCIT
+28.8%
+182.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +7.1% | +0.1% | +7.0% | +7.1% |
| 30D | +19.8% | +1.9% | +17.9% | +18.6% |
| 3M | +0.8% | -1.4% | +2.3% | +1.6% |
| 6M | -1.3% | -2.1% | +0.8% | -0.2% |
| YTD | -7.8% | -1.6% | -6.1% | -6.9% |
| 1Y | -5.0% | -0.9% | -4.0% | -4.5% |
| 3Y | +10.5% | +20.0% | -9.4% | +1.2% |
| 5Y | +22.0% | +3.1% | +18.8% | +20.0% |
| All | +211.7% | +28.8% | +182.9% | +220.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling