-1.4%
VCIT vs VSH
+103.4%
-104.8%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.8% | -8.8% | -0.1% |
| 7D | -0.5% | +12.8% | -13.3% | -0.6% |
| 30D | +1.0% | -9.0% | +10.0% | +1.1% |
| 3M | -1.4% | -12.2% | +10.8% | -1.3% |
| 6M | -2.1% | -15.9% | +13.8% | -2.4% |
| YTD | -1.8% | +103.2% | -105.0% | -4.5% |
| 1Y | -1.4% | +108.4% | -109.8% | -4.2% |
| All | -1.4% | +103.4% | -104.8% | -4.2% |
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