+123.8%
STX vs IVV
+14.7%
+109.1%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.6% | -9.8% | -12.2% |
| 7D | -20.2% | -0.7% | -19.5% | -18.7% |
| 30D | -37.2% | -1.0% | -36.2% | -35.2% |
| 3M | -34.1% | -0.3% | -33.7% | -33.5% |
| 6M | -24.5% | +7.4% | -31.8% | -37.0% |
| YTD | +102.9% | +13.4% | +89.6% | +48.3% |
| 1Y | +123.8% | +14.8% | +109.0% | +58.6% |
| All | +123.8% | +14.7% | +109.1% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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