+481.0%
STX vs VCIT
+3.6%
+477.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.5% |
| 7D | +16.8% | -1.4% | +18.2% | +18.6% |
| 30D | -27.0% | +0.8% | -27.8% | -27.9% |
| 3M | -37.9% | -1.7% | -36.1% | -36.8% |
| 6M | -32.5% | -2.1% | -30.4% | -31.1% |
| YTD | +98.6% | -2.0% | +100.6% | +103.1% |
| 1Y | +93.6% | -1.5% | +95.1% | +97.0% |
| 3Y | +699.1% | +19.0% | +680.1% | +574.8% |
| 5Y | +481.0% | +3.8% | +477.3% | +434.6% |
| All | +481.0% | +3.6% | +477.4% | +434.6% |
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