+378.5%
STX vs VG
-50.2%
+428.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.3% | +7.5% | +9.6% |
| 7D | -14.8% | -8.3% | -6.4% | -14.1% |
| 30D | -35.4% | -10.3% | -25.0% | -34.7% |
| 3M | -37.7% | -10.8% | -26.9% | -37.2% |
| 6M | -35.2% | +3.5% | -38.7% | -35.7% |
| YTD | +84.4% | +74.0% | +10.4% | +64.8% |
| 1Y | +82.3% | +48.9% | +33.4% | +66.5% |
| All | +378.5% | -50.2% | +428.7% | +351.1% |
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