+659.7%
MRK vs VCIT
+98.3%
+561.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +1.3% | -0.3% | +1.7% | +1.4% |
| 30D | +17.1% | -0.8% | +17.9% | +17.3% |
| 3M | +25.9% | -1.0% | +26.9% | +26.1% |
| 6M | +26.8% | -1.8% | +28.7% | +27.2% |
| YTD | +44.9% | -0.7% | +45.6% | +45.1% |
| 1Y | +84.8% | +1.0% | +83.9% | +84.8% |
| 3Y | +50.1% | +18.8% | +31.3% | +48.5% |
| 5Y | +127.4% | +3.5% | +123.9% | +122.4% |
| 10Y | +240.0% | +29.2% | +210.7% | +251.0% |
| All | +659.7% | +98.3% | +561.4% | +888.3% |
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