+28.3%
VCIT vs MGY
+210.8%
-182.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.2% |
| 7D | -0.2% | +1.5% | -1.7% | -0.2% |
| 30D | -0.5% | +6.8% | -7.4% | -0.6% |
| 3M | -0.9% | +2.6% | -3.5% | -1.0% |
| 6M | -1.9% | -3.1% | +1.2% | -1.9% |
| YTD | -1.0% | +29.4% | -30.4% | -1.3% |
| 1Y | +0.2% | +22.3% | -22.1% | -0.1% |
| 3Y | +19.0% | +26.6% | -7.6% | +18.4% |
| 5Y | +3.1% | +92.1% | -89.1% | +1.9% |
| All | +28.3% | +210.8% | -182.5% | +24.3% |
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