+8,169.8%
STX vs V
+2,773.8%
+5,396.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.0% | +7.3% | +6.9% |
| 7D | +2.4% | -1.7% | +4.1% | +3.3% |
| 30D | +1.4% | +2.0% | -0.6% | 0.0% |
| 3M | -8.2% | +17.4% | -25.6% | -17.4% |
| 6M | +127.0% | +17.5% | +109.5% | +103.4% |
| YTD | +209.1% | +7.6% | +201.6% | +190.7% |
| 1Y | +365.4% | +7.7% | +357.7% | +335.2% |
| 3Y | +1,135.4% | +54.7% | +1,080.7% | +832.0% |
| 5Y | +991.5% | +73.0% | +918.5% | +661.0% |
| 10Y | +3,695.8% | +390.9% | +3,305.0% | +1,356.2% |
| All | +8,169.8% | +2,773.8% | +5,396.0% | +1,102.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling