-1.0%
VCIT vs MKTX
-0.8%
-0.2%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +1.1% | +0.8% | +0.3% | +1.1% |
| 3M | -1.4% | +2.6% | -3.9% | -1.4% |
| 6M | -2.3% | +13.6% | -15.9% | -2.4% |
| YTD | -1.8% | -7.1% | +5.3% | -1.7% |
| 1Y | -1.0% | -0.1% | -0.9% | -0.8% |
| All | -1.0% | -0.8% | -0.2% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 1y: compounded portfolio wealth divided by compounded MKTX 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…
1y analysis · Full analysis span regression · 6 months rolling