+534.5%
MPC vs VCIT
+3.2%
+531.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -16.2% | +0.1% | -16.3% | -16.2% |
| 30D | -15.7% | +1.9% | -17.6% | -15.8% |
| 3M | +24.9% | -1.4% | +26.3% | +25.0% |
| 6M | +52.7% | -2.1% | +54.8% | +52.9% |
| YTD | +131.9% | -1.6% | +133.5% | +132.0% |
| 1Y | +96.6% | -0.9% | +97.6% | +96.5% |
| 3Y | +163.8% | +20.0% | +143.8% | +155.2% |
| All | +534.5% | +3.2% | +531.2% | +424.8% |
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