+10.4%
MMM vs VCIT
+1.3%
+9.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.2% |
| 7D | -3.3% | -0.3% | -3.0% | -2.6% |
| 30D | -7.0% | -0.8% | -6.3% | -5.5% |
| 3M | +10.8% | -1.0% | +11.8% | +13.1% |
| 6M | +5.8% | -1.8% | +7.6% | +10.1% |
| YTD | +6.8% | -0.7% | +7.5% | +8.6% |
| 1Y | +10.4% | +1.0% | +9.4% | +7.2% |
| All | +10.4% | +1.3% | +9.1% | +7.2% |
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