+4,470.0%
STX vs VEA
+157.0%
+4,313.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.8% | +9.2% | +9.2% |
| 7D | -1.0% | -1.3% | +0.3% | +1.1% |
| 30D | -26.8% | 0.0% | -26.7% | -26.1% |
| 3M | -32.7% | -3.6% | -29.1% | -29.7% |
| 6M | -33.7% | -0.5% | -33.2% | -32.1% |
| YTD | +101.0% | +13.0% | +88.0% | +83.5% |
| 1Y | +92.7% | +16.3% | +76.4% | +71.5% |
| 3Y | +708.7% | +74.4% | +634.3% | +391.6% |
| 5Y | +504.0% | +55.8% | +448.2% | +312.4% |
| 10Y | +2,108.4% | +161.1% | +1,947.3% | +848.0% |
| All | +4,470.0% | +157.0% | +4,313.1% | +1,616.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling