+4,494.4%
STX vs VEU
+174.3%
+4,320.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.3% |
| 7D | +16.8% | +2.4% | +14.5% | +14.5% |
| 30D | -27.0% | -2.0% | -25.0% | -24.9% |
| 3M | -37.9% | -5.1% | -32.7% | -34.0% |
| 6M | -32.5% | -0.7% | -31.8% | -30.6% |
| YTD | +98.6% | +11.0% | +87.6% | +85.2% |
| 1Y | +93.6% | +12.4% | +81.2% | +79.0% |
| 3Y | +699.1% | +69.8% | +629.3% | +403.5% |
| 5Y | +481.0% | +48.2% | +432.8% | +320.5% |
| 10Y | +2,082.0% | +148.1% | +1,933.9% | +900.3% |
| All | +4,494.4% | +174.3% | +4,320.1% | +1,573.0% |
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