+5,576.4%
STX vs VCIT
+96.6%
+5,479.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | +0.2% | -16.5% | -16.3% |
| 7D | -33.4% | +0.5% | -33.9% | -33.5% |
| 30D | -42.1% | +2.1% | -44.2% | -42.6% |
| 3M | -44.3% | -1.6% | -42.7% | -44.0% |
| 6M | -39.4% | -1.6% | -37.8% | -39.1% |
| YTD | +70.0% | -1.5% | +71.5% | +71.0% |
| 1Y | +70.2% | -0.4% | +70.6% | +70.7% |
| 3Y | +585.2% | +19.6% | +565.6% | +555.2% |
| 5Y | +455.7% | +3.3% | +452.4% | +423.3% |
| 10Y | +2,007.9% | +28.9% | +1,979.0% | +2,098.4% |
| All | +5,576.4% | +96.6% | +5,479.7% | +11,080.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling