+1,019.5%
STX vs IVV
+82.6%
+936.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.4% | +6.8% | +6.9% |
| 7D | +2.4% | +0.1% | +2.2% | +2.1% |
| 30D | +1.4% | +0.1% | +1.3% | +1.2% |
| 3M | -8.2% | +2.0% | -10.2% | -10.0% |
| 6M | +127.0% | +13.0% | +114.0% | +94.7% |
| YTD | +209.1% | +13.6% | +195.6% | +164.5% |
| 1Y | +365.4% | +20.1% | +345.3% | +273.4% |
| 3Y | +1,135.4% | +77.6% | +1,057.8% | +517.0% |
| All | +1,019.5% | +82.6% | +936.9% | +443.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling