+20.1%
VCIT vs STLD
+104.7%
-84.6%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.6% | +7.8% | +0.3% |
| 7D | +0.5% | -12.5% | +12.9% | +0.6% |
| 30D | +2.1% | -6.8% | +8.9% | +2.2% |
| 3M | -1.6% | -16.4% | +14.8% | -1.3% |
| 6M | -1.6% | -6.1% | +4.5% | -1.6% |
| YTD | -1.5% | +32.0% | -33.5% | -2.0% |
| 1Y | -0.4% | +45.5% | -45.9% | -1.0% |
| All | +20.1% | +104.7% | -84.6% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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