+75.2%
STX vs VCIT
-1.2%
+76.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | +0.1% |
| 7D | -17.3% | +0.1% | -17.4% | -17.6% |
| 30D | -35.9% | +1.1% | -37.1% | -37.6% |
| 3M | -37.3% | -1.4% | -36.0% | -34.7% |
| 6M | -35.8% | -2.3% | -33.5% | -30.6% |
| YTD | +82.7% | -1.8% | +84.5% | +92.9% |
| All | +75.2% | -1.2% | +76.4% | +80.4% |
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