+41.9%
MO vs VCIT
-0.9%
+42.8%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | +9.7% | +1.9% | +7.8% | +9.7% |
| 3M | +14.1% | -1.4% | +15.6% | +13.3% |
| 6M | +11.9% | -2.1% | +14.0% | +11.3% |
| YTD | +38.4% | -1.6% | +40.0% | +39.0% |
| 1Y | +41.9% | -0.9% | +42.8% | +41.6% |
| All | +41.9% | -0.9% | +42.8% | +41.6% |
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