+455.7%
STX vs VCIT
+3.7%
+452.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -43.5% |
| 3M | -44.3% | -1.6% | -42.7% | -43.4% |
| 6M | -39.4% | -1.6% | -37.8% | -38.4% |
| YTD | +70.0% | -1.5% | +71.5% | +73.0% |
| 1Y | +70.2% | -0.4% | +70.6% | +71.4% |
| 3Y | +585.2% | +19.6% | +565.6% | +477.4% |
| 5Y | +455.7% | +3.3% | +452.4% | +399.2% |
| All | +455.7% | +3.7% | +452.0% | +399.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling