+596.2%
STX vs VCIT
+19.8%
+576.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | +0.2% | -16.5% | -16.5% |
| 7D | -33.4% | +0.5% | -33.9% | -33.8% |
| 30D | -42.1% | +2.1% | -44.2% | -43.7% |
| 3M | -44.3% | -1.6% | -42.7% | -43.0% |
| 6M | -39.4% | -1.6% | -37.8% | -38.0% |
| YTD | +70.0% | -1.5% | +71.5% | +74.2% |
| 1Y | +70.2% | -0.4% | +70.6% | +72.2% |
| All | +596.2% | +19.8% | +576.4% | +465.5% |
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