+3,574.7%
STX vs VEU
+155.6%
+3,419.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.3% | -1.1% |
| 7D | +9.6% | +0.3% | +9.3% | +9.2% |
| 30D | +10.6% | +0.7% | +9.9% | +9.9% |
| 3M | +4.8% | +4.7% | +0.1% | +0.5% |
| 6M | +137.3% | +11.6% | +125.6% | +112.1% |
| YTD | +222.5% | +16.8% | +205.7% | +176.1% |
| 1Y | +366.2% | +24.9% | +341.4% | +272.7% |
| 3Y | +1,352.9% | +75.7% | +1,277.2% | +696.5% |
| 5Y | +1,077.4% | +56.1% | +1,021.3% | +639.2% |
| All | +3,574.7% | +155.6% | +3,419.1% | +1,246.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling