+341.0%
STX vs VG
-51.4%
+392.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -4.0% | -12.3% | -15.9% |
| 7D | -33.4% | -22.0% | -11.4% | -32.1% |
| 30D | -42.1% | -14.7% | -27.4% | -41.3% |
| 3M | -44.3% | -7.1% | -37.2% | -44.0% |
| 6M | -39.4% | -11.2% | -28.2% | -39.1% |
| YTD | +70.0% | +69.8% | +0.1% | +52.2% |
| 1Y | +70.2% | +49.9% | +20.3% | +55.0% |
| All | +341.0% | -51.4% | +392.4% | +316.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling