+1,077.4%
STX vs VEA
+60.9%
+1,016.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -0.9% |
| 7D | +9.6% | +0.3% | +9.3% | +9.1% |
| 30D | +10.6% | +0.4% | +10.2% | +10.2% |
| 3M | +4.8% | +4.8% | 0.0% | -0.1% |
| 6M | +137.3% | +11.3% | +126.0% | +110.8% |
| YTD | +222.5% | +17.4% | +205.1% | +170.6% |
| 1Y | +366.2% | +26.2% | +340.0% | +261.3% |
| 3Y | +1,352.9% | +77.7% | +1,275.2% | +656.8% |
| 5Y | +1,077.4% | +60.9% | +1,016.5% | +609.2% |
| All | +1,077.4% | +60.9% | +1,016.6% | +609.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling