-0.8%
VCIT vs VSH
+62.1%
-62.9%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.1% | +5.7% | +0.7% |
| 7D | +0.4% | -13.6% | +14.1% | +0.6% |
| 30D | +2.2% | -30.4% | +32.5% | +2.6% |
| 3M | -1.8% | -33.3% | +31.4% | -1.4% |
| 6M | -1.6% | -15.1% | +13.4% | -1.9% |
| YTD | -1.7% | +80.2% | -82.0% | -3.7% |
| 1Y | -0.8% | +63.4% | -64.2% | -2.7% |
| All | -0.8% | +62.1% | -62.9% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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