+673.8%
STX vs VCIT
+19.0%
+654.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -2.9% |
| 7D | +14.6% | -1.4% | +16.0% | +16.6% |
| 30D | -26.0% | +0.6% | -26.5% | -26.8% |
| 3M | -42.6% | -2.2% | -40.4% | -40.9% |
| 6M | -35.3% | -2.3% | -32.9% | -33.3% |
| YTD | +92.5% | -2.2% | +94.6% | +98.5% |
| 1Y | +102.4% | -1.4% | +103.8% | +106.8% |
| 3Y | +673.8% | +18.7% | +655.1% | +541.2% |
| All | +673.8% | +19.0% | +654.8% | +541.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling