+4,549.8%
STX vs VEU
+176.7%
+4,373.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.9% | +9.1% | +9.1% |
| 7D | -1.0% | -0.5% | -0.4% | +0.4% |
| 30D | -26.8% | -1.0% | -25.8% | -25.4% |
| 3M | -32.7% | -3.6% | -29.1% | -29.6% |
| 6M | -33.7% | -1.2% | -32.6% | -31.5% |
| YTD | +101.0% | +12.0% | +89.0% | +85.9% |
| 1Y | +92.7% | +13.9% | +78.8% | +75.8% |
| 3Y | +708.7% | +71.3% | +637.4% | +405.2% |
| 5Y | +504.0% | +50.3% | +453.7% | +331.3% |
| 10Y | +2,108.4% | +150.3% | +1,958.0% | +903.6% |
| All | +4,549.8% | +176.7% | +4,373.1% | +1,578.4% |
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