+3.5%
VCIT vs MOS
-37.7%
+41.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +17.4% | -16.8% | +0.4% |
| 7D | +0.4% | +17.9% | -17.5% | +0.2% |
| 30D | +2.2% | +1.6% | +0.6% | +2.1% |
| 3M | -1.8% | -4.0% | +2.2% | -1.8% |
| 6M | -1.6% | -4.1% | +2.5% | -1.7% |
| YTD | -1.7% | -7.8% | +6.1% | -1.8% |
| 1Y | -0.8% | -15.6% | +14.7% | -0.8% |
| 3Y | +19.3% | -28.9% | +48.2% | +19.4% |
| 5Y | +3.5% | -36.8% | +40.3% | +4.2% |
| All | +3.5% | -37.7% | +41.2% | +4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling