+10,225.1%
STX vs VCLT
+103.4%
+10,121.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.1% | +6.2% | +6.3% |
| 7D | +2.4% | -0.5% | +2.9% | +2.4% |
| 30D | +1.4% | -0.9% | +2.2% | +1.5% |
| 3M | -8.2% | -3.2% | -5.0% | -7.8% |
| 6M | +127.0% | -3.8% | +130.8% | +128.1% |
| YTD | +209.1% | -2.0% | +211.2% | +210.0% |
| 1Y | +365.4% | -0.8% | +366.2% | +366.2% |
| 3Y | +1,135.4% | +12.3% | +1,123.1% | +1,128.8% |
| 5Y | +991.5% | -15.4% | +1,006.9% | +949.5% |
| 10Y | +3,695.8% | +15.7% | +3,680.1% | +3,936.9% |
| All | +10,225.1% | +103.4% | +10,121.7% | +17,557.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling