+1,376.8%
STX vs VCLT
+12.6%
+1,364.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.9% |
| 7D | +9.6% | 0.0% | +9.6% | +9.6% |
| 30D | +10.6% | +0.1% | +10.5% | +10.4% |
| 3M | +4.8% | -2.9% | +7.7% | +7.3% |
| 6M | +137.3% | -4.0% | +141.2% | +145.3% |
| YTD | +222.5% | -2.2% | +224.7% | +229.2% |
| 1Y | +366.2% | -2.6% | +368.8% | +376.7% |
| All | +1,376.8% | +12.6% | +1,364.2% | +1,250.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling