-25.9%
STRL vs VCIT
-0.8%
-25.1%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.5% | +0.6% | -22.1% | -23.3% |
| 7D | -27.1% | +0.4% | -27.5% | -28.4% |
| 30D | -45.8% | +2.2% | -48.0% | -50.9% |
| 3M | -47.6% | -1.8% | -45.8% | -42.1% |
| 6M | -46.4% | -1.6% | -44.8% | -40.9% |
| YTD | -7.4% | -1.7% | -5.6% | +2.0% |
| 1Y | -25.9% | -0.8% | -25.0% | -21.3% |
| All | -25.9% | -0.8% | -25.1% | -21.3% |
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