+98.0%
VCIT vs MKSI
+1,899.1%
-1,801.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.3% | -4.3% | -0.1% |
| 7D | -0.3% | +1.8% | -2.1% | -0.4% |
| 30D | -0.8% | -16.8% | +16.0% | -0.5% |
| 3M | -1.0% | -21.1% | +20.1% | -0.8% |
| 6M | -1.8% | +10.8% | -12.7% | -2.2% |
| YTD | -0.7% | +63.3% | -64.0% | -1.6% |
| 1Y | +1.0% | +157.0% | -156.0% | -0.6% |
| 3Y | +18.8% | +163.7% | -144.9% | +16.4% |
| 5Y | +3.5% | +82.0% | -78.5% | +1.2% |
| 10Y | +29.2% | +467.2% | -438.0% | +29.3% |
| All | +98.0% | +1,899.1% | -1,801.1% | +107.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling