+3.8%
VCIT vs MOH
-32.7%
+36.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.1% | -0.7% |
| 7D | +0.1% | -0.7% | +0.8% | +0.1% |
| 30D | +1.1% | +4.8% | -3.7% | +1.1% |
| 3M | -1.4% | +3.8% | -5.1% | -1.4% |
| 6M | -2.3% | +11.0% | -13.3% | -2.5% |
| YTD | -1.8% | +18.9% | -20.7% | -2.2% |
| 1Y | -1.0% | +46.5% | -47.5% | -1.8% |
| 3Y | +19.3% | -42.4% | +61.6% | +20.1% |
| 5Y | +3.8% | -31.8% | +35.6% | +3.6% |
| All | +3.8% | -32.7% | +36.5% | +3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling