+95.0%
VCIT vs MOH
+1,344.1%
-1,249.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -1.4% | +0.2% | -1.7% | -1.4% |
| 30D | +0.6% | +0.1% | +0.4% | +0.6% |
| 3M | -2.2% | +1.8% | -4.1% | -2.2% |
| 6M | -2.3% | +9.1% | -11.4% | -2.4% |
| YTD | -2.2% | +20.7% | -22.9% | -2.3% |
| 1Y | -1.4% | +51.3% | -52.6% | -1.6% |
| 3Y | +18.7% | -42.0% | +60.7% | +18.9% |
| 5Y | +3.6% | -33.1% | +36.7% | +3.6% |
| 10Y | +30.4% | +340.8% | -310.3% | +31.1% |
| All | +95.0% | +1,344.1% | -1,249.1% | +100.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling