+26.8%
VCIT vs MGY
+176.7%
-149.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.7% | -0.2% |
| 7D | -1.4% | +4.5% | -5.9% | -1.5% |
| 30D | +0.6% | -0.4% | +1.0% | +0.6% |
| 3M | -2.2% | -4.3% | +2.1% | -2.2% |
| 6M | -2.3% | -12.9% | +10.5% | -2.2% |
| YTD | -2.2% | +15.2% | -17.4% | -2.4% |
| 1Y | -1.4% | +10.3% | -11.7% | -1.6% |
| 3Y | +18.7% | +23.6% | -4.9% | +18.2% |
| 5Y | +3.6% | +35.7% | -32.2% | +2.8% |
| All | +26.8% | +176.7% | -149.9% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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