+61.6%
MDT vs VCIT
+29.7%
+31.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +0.9% |
| 7D | +3.5% | +0.7% | +2.8% | +3.0% |
| 30D | +16.2% | +1.8% | +14.4% | +14.7% |
| 3M | +18.9% | -1.6% | +20.5% | +20.2% |
| 6M | +37.3% | -2.1% | +39.4% | +39.4% |
| YTD | +9.7% | -1.6% | +11.3% | +11.1% |
| 1Y | +15.2% | -0.8% | +16.0% | +16.0% |
| 3Y | +61.8% | +19.9% | +41.9% | +43.4% |
| 5Y | -1.4% | +3.3% | -4.7% | -4.4% |
| 10Y | +61.6% | +30.6% | +30.9% | +51.7% |
| All | +61.6% | +29.7% | +31.9% | +51.7% |
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