+4.5%
SHW vs VCIT
-1.4%
+5.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | +0.3% |
| 7D | +1.9% | -1.4% | +3.3% | +6.7% |
| 30D | +8.1% | +0.6% | +7.5% | +6.2% |
| 3M | -2.8% | -2.2% | -0.6% | +5.2% |
| 6M | +15.0% | -2.3% | +17.4% | +24.9% |
| YTD | +9.0% | -2.2% | +11.2% | +18.8% |
| 1Y | +4.5% | -1.4% | +5.8% | +10.5% |
| All | +4.5% | -1.4% | +5.9% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling