+3.3%
VCIT vs MSI
+117.4%
-114.1%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.0% | -3.8% | 0.0% |
| 7D | +0.5% | +5.1% | -4.6% | +0.2% |
| 30D | +2.1% | +13.3% | -11.2% | +1.4% |
| 3M | -1.6% | +18.3% | -19.9% | -2.5% |
| 6M | -1.6% | +18.7% | -20.3% | -2.6% |
| YTD | -1.5% | +36.0% | -37.5% | -3.4% |
| 1Y | -0.4% | +32.6% | -33.0% | -2.1% |
| 3Y | +19.6% | +78.3% | -58.7% | +14.3% |
| 5Y | +3.3% | +121.6% | -118.3% | -3.6% |
| All | +3.3% | +117.4% | -114.1% | -3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling