+28.6%
VCIT vs MOH
+264.4%
-235.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.2% |
| 7D | -1.2% | +1.7% | -2.9% | -1.2% |
| 30D | -1.6% | -0.9% | -0.7% | -1.6% |
| 3M | -2.3% | +5.7% | -8.0% | -2.4% |
| 6M | -1.9% | +39.1% | -41.0% | -2.4% |
| YTD | -1.8% | +17.7% | -19.5% | -2.2% |
| 1Y | -1.2% | +8.4% | -9.5% | -1.5% |
| 3Y | +18.1% | -36.6% | +54.6% | +18.4% |
| 5Y | +2.3% | -19.1% | +21.4% | +2.1% |
| All | +28.6% | +264.4% | -235.8% | +26.1% |
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