+98.0%
VCIT vs MKTX
+1,417.1%
-1,319.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.3% | +0.4% | -0.8% | -0.4% |
| 30D | -0.8% | +1.1% | -1.8% | -0.8% |
| 3M | -1.0% | +36.1% | -37.1% | -1.5% |
| 6M | -1.8% | -12.9% | +11.0% | -1.7% |
| YTD | -0.7% | -8.5% | +7.8% | -0.6% |
| 1Y | +1.0% | -7.5% | +8.5% | +1.0% |
| 3Y | +18.8% | -28.3% | +47.2% | +19.1% |
| 5Y | +3.5% | -63.3% | +66.8% | +3.8% |
| 10Y | +29.2% | +4.5% | +24.7% | +31.6% |
| All | +98.0% | +1,417.1% | -1,319.1% | +112.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling