+492.6%
MTZ vs VCIT
+29.7%
+463.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.1% | +8.5% | +8.5% |
| 7D | -2.4% | +0.7% | -3.2% | -3.2% |
| 30D | -11.1% | +1.8% | -12.9% | -12.7% |
| 3M | -30.6% | -1.6% | -29.1% | -29.7% |
| 6M | -54.4% | -2.1% | -52.3% | -53.5% |
| YTD | -13.0% | -1.6% | -11.5% | -11.6% |
| 1Y | -5.7% | -0.8% | -4.9% | -4.7% |
| 3Y | +297.2% | +19.9% | +277.2% | +243.1% |
| 5Y | +95.9% | +3.3% | +92.6% | +90.2% |
| 10Y | +492.6% | +30.6% | +462.0% | +634.6% |
| All | +492.6% | +29.7% | +463.0% | +634.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling