+3.6%
VCIT vs MTCH
-73.0%
+76.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | 0.0% |
| 7D | +0.1% | -1.8% | +1.9% | +0.2% |
| 30D | -0.8% | +10.4% | -11.2% | -1.2% |
| 3M | -0.5% | +21.0% | -21.5% | -1.4% |
| 6M | -1.4% | +36.6% | -38.0% | -2.7% |
| YTD | -0.8% | +29.7% | -30.5% | -2.0% |
| 1Y | +0.3% | +8.6% | -8.3% | -0.2% |
| 3Y | +19.2% | -2.7% | +21.9% | +18.4% |
| 5Y | +3.6% | -72.9% | +76.5% | +4.5% |
| All | +3.6% | -73.0% | +76.6% | +4.5% |
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