-12.1%
MDB vs VCIT
-0.9%
-11.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.9% |
| 7D | -11.4% | +0.1% | -11.5% | -11.5% |
| 30D | -13.8% | +1.9% | -15.7% | -17.1% |
| 3M | -15.5% | -1.4% | -14.0% | -13.1% |
| 6M | +17.9% | -2.1% | +20.1% | +23.2% |
| YTD | -25.5% | -1.6% | -23.8% | -24.7% |
| 1Y | -12.1% | -0.9% | -11.2% | -12.9% |
| All | -12.1% | -0.9% | -11.2% | -12.9% |
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