+19.3%
VCIT vs VSH
+32.2%
-12.9%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -0.7% |
| 7D | +0.1% | -1.6% | +1.7% | +0.1% |
| 30D | +1.1% | -21.3% | +22.4% | +1.5% |
| 3M | -1.4% | -18.9% | +17.5% | -1.1% |
| 6M | -2.3% | -21.4% | +19.1% | -2.4% |
| YTD | -1.8% | +86.8% | -88.6% | -4.4% |
| 1Y | -1.0% | +85.8% | -86.8% | -3.7% |
| 3Y | +19.3% | +30.1% | -10.9% | +17.2% |
| All | +19.3% | +32.2% | -12.9% | +17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling