+7,051.9%
STX vs VEU
+192.1%
+6,859.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.5% | +5.8% | +5.8% |
| 7D | +2.4% | +1.1% | +1.2% | +1.2% |
| 30D | +1.4% | +2.2% | -0.8% | -0.6% |
| 3M | -8.2% | +3.0% | -11.2% | -9.6% |
| 6M | +127.0% | +10.9% | +116.2% | +108.9% |
| YTD | +209.1% | +18.2% | +191.0% | +169.0% |
| 1Y | +365.4% | +28.3% | +337.2% | +276.7% |
| 3Y | +1,135.4% | +74.6% | +1,060.8% | +650.6% |
| 5Y | +991.5% | +56.4% | +935.1% | +644.1% |
| 10Y | +3,695.8% | +153.0% | +3,542.8% | +1,587.3% |
| All | +7,051.9% | +192.1% | +6,859.8% | +2,329.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling