+148.0%
MO vs VCIT
+3.2%
+144.8%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.8% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | +9.7% | +1.9% | +7.8% | +9.2% |
| 3M | +14.1% | -1.4% | +15.6% | +14.5% |
| 6M | +11.9% | -2.1% | +14.0% | +12.4% |
| YTD | +38.4% | -1.6% | +40.0% | +38.9% |
| 1Y | +41.9% | -0.9% | +42.8% | +42.1% |
| 3Y | +134.5% | +20.0% | +114.5% | +125.9% |
| All | +148.0% | +3.2% | +144.8% | +138.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling