+3,132.1%
MPC vs VCIT
+69.1%
+3,063.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +0.6% | -8.7% | -8.4% |
| 7D | -10.9% | +0.4% | -11.4% | -11.1% |
| 30D | -9.4% | +2.2% | -11.6% | -10.4% |
| 3M | +26.0% | -1.8% | +27.8% | +27.1% |
| 6M | +56.5% | -1.6% | +58.2% | +57.6% |
| YTD | +144.3% | -1.7% | +146.0% | +145.8% |
| 1Y | +117.2% | -0.8% | +118.1% | +117.5% |
| 3Y | +176.3% | +19.3% | +157.0% | +147.1% |
| 5Y | +590.5% | +3.5% | +587.0% | +582.9% |
| 10Y | +1,183.8% | +28.6% | +1,155.2% | +1,137.4% |
| All | +3,132.1% | +69.1% | +3,063.0% | +2,832.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling