+1,019.5%
STX vs VCIT
+4.1%
+1,015.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.4% | +6.4% |
| 7D | +2.4% | -0.3% | +2.7% | +2.8% |
| 30D | +1.4% | -0.8% | +2.1% | +2.2% |
| 3M | -8.2% | -1.0% | -7.2% | -7.2% |
| 6M | +127.0% | -1.8% | +128.9% | +132.0% |
| YTD | +209.1% | -0.7% | +209.8% | +212.2% |
| 1Y | +365.4% | +1.0% | +364.4% | +361.8% |
| 3Y | +1,135.4% | +18.8% | +1,116.5% | +944.5% |
| All | +1,019.5% | +4.1% | +1,015.5% | +961.2% |
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