-0.4%
VCIT vs MOS
-16.7%
+16.3%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.1% | +0.2% |
| 7D | +0.5% | +22.5% | -22.0% | +0.2% |
| 30D | +2.1% | +6.6% | -4.6% | +1.9% |
| 3M | -1.6% | -3.8% | +2.2% | -1.6% |
| 6M | -1.6% | -2.2% | +0.6% | -1.7% |
| YTD | -1.5% | -4.8% | +3.3% | -1.2% |
| 1Y | -0.4% | -11.7% | +11.3% | -0.3% |
| All | -0.4% | -16.7% | +16.3% | -0.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling