+123.8%
STX vs VCLT
-3.2%
+127.0%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.0% | -9.2% | -9.0% |
| 7D | -20.2% | +0.4% | -20.6% | -20.4% |
| 30D | -37.2% | +3.9% | -41.2% | -39.9% |
| 3M | -34.1% | -1.9% | -32.1% | -31.5% |
| 6M | -24.5% | -2.6% | -21.8% | -20.1% |
| YTD | +102.9% | -3.1% | +106.1% | +114.7% |
| 1Y | +123.8% | -3.6% | +127.4% | +140.1% |
| All | +123.8% | -3.2% | +127.0% | +140.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling