+1,505.3%
MCK vs VCIT
+98.1%
+1,407.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | +2.4% | -0.8% | +3.1% | +2.3% |
| 3M | +16.1% | -0.5% | +16.6% | +16.1% |
| 6M | -3.1% | -1.4% | -1.7% | -3.1% |
| YTD | +8.7% | -0.8% | +9.5% | +8.7% |
| 1Y | +28.1% | +0.3% | +27.8% | +28.1% |
| 3Y | +114.1% | +19.2% | +94.9% | +117.7% |
| 5Y | +342.5% | +3.6% | +338.9% | +337.0% |
| 10Y | +424.1% | +29.3% | +394.9% | +464.9% |
| All | +1,505.3% | +98.1% | +1,407.2% | +2,033.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling