+29.8%
VCIT vs MKSI
+502.4%
-472.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.1% | -0.2% |
| 7D | -0.2% | +6.6% | -6.8% | -0.3% |
| 30D | -0.5% | -8.2% | +7.7% | -0.3% |
| 3M | -0.9% | -16.4% | +15.5% | -0.7% |
| 6M | -1.9% | +23.0% | -24.9% | -2.8% |
| YTD | -1.0% | +68.2% | -69.2% | -2.6% |
| 1Y | +0.2% | +148.6% | -148.3% | -2.6% |
| 3Y | +19.0% | +196.0% | -177.0% | +14.2% |
| 5Y | +3.1% | +87.4% | -84.3% | -0.8% |
| 10Y | +29.8% | +523.8% | -494.0% | +24.7% |
| All | +29.8% | +502.4% | -472.6% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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