+476.2%
STX vs V
+107.0%
+369.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.6% |
| 7D | +14.6% | +0.9% | +13.7% | +14.2% |
| 30D | -26.0% | +9.0% | -34.9% | -28.7% |
| 3M | -42.6% | +16.7% | -59.3% | -46.7% |
| 6M | -35.3% | +33.4% | -68.7% | -44.8% |
| YTD | +92.5% | +22.4% | +70.1% | +71.9% |
| 1Y | +102.4% | +27.7% | +74.7% | +76.3% |
| 3Y | +673.8% | +78.0% | +595.8% | +440.0% |
| All | +476.2% | +107.0% | +369.1% | +260.2% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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