+31.4%
VCIT vs MOH
+339.9%
-308.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.7% |
| 7D | -1.4% | -3.1% | +1.7% | -1.4% |
| 30D | +0.8% | +0.2% | +0.6% | +0.8% |
| 3M | -1.7% | +1.8% | -3.6% | -1.8% |
| 6M | -2.1% | +9.5% | -11.6% | -2.2% |
| YTD | -2.0% | +20.9% | -23.0% | -2.4% |
| 1Y | -1.5% | +48.8% | -50.3% | -2.1% |
| 3Y | +19.0% | -41.4% | +60.4% | +19.4% |
| 5Y | +3.8% | -33.0% | +36.8% | +3.8% |
| All | +31.4% | +339.9% | -308.5% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 10y: compounded portfolio wealth divided by compounded MOH 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…
10y analysis · Full analysis span regression · 6 months rolling