+123.8%
STX vs VEA
+20.4%
+103.4%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +2.1% | -10.2% | -11.8% |
| 7D | -20.2% | +0.7% | -20.9% | -21.3% |
| 30D | -37.2% | -0.4% | -36.8% | -36.7% |
| 3M | -34.1% | -1.7% | -32.4% | -32.1% |
| 6M | -24.5% | +5.1% | -29.6% | -29.6% |
| YTD | +102.9% | +14.4% | +88.5% | +51.2% |
| 1Y | +123.8% | +20.5% | +103.3% | +45.2% |
| All | +123.8% | +20.4% | +103.4% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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