+28.9%
VCIT vs MOS
+8.6%
+20.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.3% | -0.1% |
| 7D | +0.1% | +21.6% | -21.5% | -0.2% |
| 30D | +1.9% | +12.0% | -10.1% | +1.7% |
| 3M | -1.4% | -3.9% | +2.4% | -1.4% |
| 6M | -2.1% | -3.3% | +1.2% | -2.2% |
| YTD | -1.6% | -4.6% | +3.0% | -1.7% |
| 1Y | -0.9% | -7.0% | +6.1% | -1.0% |
| 3Y | +20.0% | -24.4% | +44.4% | +20.0% |
| 5Y | +3.1% | -32.1% | +35.2% | +3.0% |
| All | +28.9% | +8.6% | +20.3% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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