+98.0%
VCIT vs MDY
+569.5%
-471.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -0.3% | +0.1% | -0.5% | -0.4% |
| 30D | -0.8% | -1.5% | +0.7% | -0.7% |
| 3M | -1.0% | +0.8% | -1.8% | -1.0% |
| 6M | -1.8% | +7.4% | -9.3% | -2.2% |
| YTD | -0.7% | +15.2% | -15.9% | -1.3% |
| 1Y | +1.0% | +16.5% | -15.6% | +0.3% |
| 3Y | +18.8% | +46.8% | -27.9% | +16.8% |
| 5Y | +3.5% | +46.0% | -42.6% | +1.5% |
| 10Y | +29.2% | +172.1% | -142.8% | +26.2% |
| All | +98.0% | +569.5% | -471.5% | +104.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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