+3,476.8%
STX vs VEU
+152.3%
+3,324.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -1.1% |
| 7D | +8.0% | -1.9% | +9.9% | +10.6% |
| 30D | +5.1% | -0.7% | +5.8% | +6.3% |
| 3M | +5.8% | +4.9% | +0.9% | +1.3% |
| 6M | +124.9% | +9.8% | +115.1% | +105.1% |
| YTD | +213.9% | +15.3% | +198.6% | +173.0% |
| 1Y | +350.4% | +23.0% | +327.4% | +266.5% |
| 3Y | +1,314.2% | +73.5% | +1,240.7% | +687.6% |
| 5Y | +1,092.8% | +54.5% | +1,038.3% | +658.8% |
| All | +3,476.8% | +152.3% | +3,324.5% | +1,231.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VEU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling