+350.4%
STX vs VCLT
-3.8%
+354.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.5% | -1.3% |
| 7D | +8.0% | -1.3% | +9.3% | +9.6% |
| 30D | +5.1% | -1.1% | +6.2% | +6.4% |
| 3M | +5.8% | -3.7% | +9.4% | +11.7% |
| 6M | +124.9% | -4.0% | +129.0% | +138.7% |
| YTD | +213.9% | -3.4% | +217.3% | +230.6% |
| 1Y | +350.4% | -4.1% | +354.5% | +341.2% |
| All | +350.4% | -3.8% | +354.2% | +341.2% |
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