+325.3%
STX vs ITOT
+17.8%
+307.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.8% | -4.6% | -5.7% |
| 7D | -2.3% | -0.9% | -1.3% | -0.3% |
| 30D | -5.5% | -1.5% | -4.0% | -2.3% |
| 3M | -4.3% | +3.6% | -7.9% | -12.2% |
| 6M | +115.6% | +13.7% | +101.9% | +60.5% |
| YTD | +202.2% | +12.9% | +189.3% | +130.0% |
| 1Y | +325.3% | +17.2% | +308.1% | +189.4% |
| All | +325.3% | +17.8% | +307.5% | +189.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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