+31.2%
VCIT vs MKSI
+345.2%
-314.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.5% | -0.1% |
| 7D | -1.4% | +12.2% | -13.6% | -1.7% |
| 30D | +0.6% | -8.0% | +8.6% | +0.7% |
| 3M | -2.2% | -29.5% | +27.3% | -1.5% |
| 6M | -2.3% | -31.9% | +29.6% | -1.7% |
| YTD | -2.2% | +35.3% | -37.5% | -3.4% |
| 1Y | -1.4% | +50.3% | -51.6% | -2.9% |
| 3Y | +18.7% | +216.4% | -197.7% | +13.6% |
| 5Y | +3.6% | +34.4% | -30.9% | +0.2% |
| All | +31.2% | +345.2% | -314.0% | +25.5% |
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