+3.5%
VCIT vs MTCH
-74.5%
+78.0%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +0.1% | -5.7% | +5.8% | +0.3% |
| 30D | +1.9% | -4.5% | +6.4% | +2.1% |
| 3M | -1.4% | +7.1% | -8.6% | -1.8% |
| 6M | -2.1% | +3.8% | -5.9% | -2.4% |
| YTD | -1.6% | +23.6% | -25.2% | -2.7% |
| 1Y | -0.9% | +22.2% | -23.2% | -2.0% |
| 3Y | +20.0% | +43.6% | -23.6% | +16.9% |
| All | +3.5% | -74.5% | +78.0% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 MTCH 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