+123.8%
STX vs VG
+47.2%
+76.6%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -7.7% | -0.4% | -8.3% |
| 7D | -20.2% | -16.4% | -3.8% | -20.6% |
| 30D | -37.2% | -10.8% | -26.4% | -37.2% |
| 3M | -34.1% | -6.3% | -27.8% | -33.8% |
| 6M | -24.5% | -12.5% | -12.0% | -23.9% |
| YTD | +102.9% | +76.9% | +26.0% | +101.0% |
| 1Y | +123.8% | +51.8% | +72.0% | +128.5% |
| All | +123.8% | +47.2% | +76.6% | +128.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling