+3.6%
VCIT vs MKSI
+84.9%
-81.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.2% |
| 7D | +0.1% | +7.7% | -7.6% | -0.2% |
| 30D | -0.8% | -12.9% | +12.1% | -0.4% |
| 3M | -0.5% | -14.8% | +14.3% | -0.3% |
| 6M | -1.4% | +26.6% | -28.0% | -2.7% |
| YTD | -0.8% | +66.6% | -67.4% | -3.1% |
| 1Y | +0.3% | +144.6% | -144.2% | -3.6% |
| 3Y | +19.2% | +193.1% | -173.9% | +12.0% |
| 5Y | +3.6% | +88.6% | -85.0% | -2.3% |
| All | +3.6% | +84.9% | -81.3% | -2.3% |
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