+3.8%
VCIT vs MKSI
+38.4%
-34.6%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +10.0% | -10.0% | -0.2% |
| 7D | +0.7% | +7.7% | -6.9% | +0.5% |
| 30D | +1.8% | -20.0% | +21.8% | +2.4% |
| 3M | -1.1% | -30.6% | +29.4% | -0.1% |
| 6M | -1.7% | -32.3% | +30.7% | -0.9% |
| YTD | -1.1% | +32.8% | -33.9% | -2.9% |
| 1Y | -0.4% | +37.3% | -37.6% | -2.3% |
| 3Y | +20.5% | +219.2% | -198.8% | +11.9% |
| 5Y | +3.8% | +36.1% | -32.4% | -1.5% |
| All | +3.8% | +38.4% | -34.6% | -1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling