+28.9%
VCIT vs MSI
+676.2%
-647.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | +0.1% | +4.7% | -4.6% | -0.1% |
| 30D | +1.9% | +14.8% | -12.8% | +1.4% |
| 3M | -1.4% | +8.8% | -10.3% | -1.8% |
| 6M | -2.1% | +19.3% | -21.4% | -2.9% |
| YTD | -1.6% | +35.3% | -37.0% | -2.9% |
| 1Y | -0.9% | +33.8% | -34.7% | -2.1% |
| 3Y | +20.0% | +74.4% | -54.5% | +17.0% |
| 5Y | +3.1% | +120.5% | -117.4% | -0.6% |
| All | +28.9% | +676.2% | -647.3% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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