+6,929.1%
STX vs VEA
+170.4%
+6,758.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.4% | +5.9% | +5.9% |
| 7D | +2.4% | +1.0% | +1.4% | +1.4% |
| 30D | +1.4% | +1.9% | -0.6% | -0.4% |
| 3M | -8.2% | +3.2% | -11.4% | -9.9% |
| 6M | +127.0% | +10.2% | +116.8% | +109.6% |
| YTD | +209.1% | +18.9% | +190.3% | +166.6% |
| 1Y | +365.4% | +29.3% | +336.1% | +271.9% |
| 3Y | +1,135.4% | +76.8% | +1,058.6% | +635.2% |
| 5Y | +991.5% | +61.2% | +930.3% | +616.2% |
| 10Y | +3,695.8% | +163.3% | +3,532.5% | +1,500.1% |
| All | +6,929.1% | +170.4% | +6,758.7% | +2,394.2% |
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 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