-0.9%
VCIT vs WSM
+36.5%
-37.4%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -0.5% | -3.0% | +2.5% | -0.3% |
| 30D | +1.5% | +10.1% | -8.6% | +0.8% |
| 3M | -1.0% | +4.9% | -5.9% | -1.3% |
| 6M | -1.7% | +49.8% | -51.4% | -3.8% |
| YTD | -1.4% | +48.7% | -50.1% | -3.8% |
| 1Y | -0.9% | +38.7% | -39.7% | -3.1% |
| All | -0.9% | +36.5% | -37.4% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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