-0.9%
VCIT vs MOH
+47.1%
-48.0%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | 0.0% |
| 7D | -0.5% | -7.6% | +7.1% | -0.5% |
| 30D | +1.5% | +2.4% | -0.9% | +1.5% |
| 3M | -1.0% | +7.6% | -8.5% | -0.9% |
| 6M | -1.7% | +13.0% | -14.7% | -1.6% |
| YTD | -1.4% | +20.6% | -21.9% | -1.5% |
| 1Y | -0.9% | +45.8% | -46.7% | -2.1% |
| All | -0.9% | +47.1% | -48.0% | -2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling