+1,077.4%
STX vs VGT
+134.3%
+943.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.9% |
| 7D | +9.6% | +1.5% | +8.1% | +7.9% |
| 30D | +10.6% | +0.5% | +10.1% | +10.3% |
| 3M | +4.8% | +5.3% | -0.5% | +1.2% |
| 6M | +137.3% | +32.4% | +104.8% | +85.7% |
| YTD | +222.5% | +28.6% | +193.9% | +160.9% |
| 1Y | +366.2% | +37.6% | +328.6% | +258.2% |
| 3Y | +1,352.9% | +125.5% | +1,227.4% | +616.0% |
| 5Y | +1,077.4% | +135.2% | +942.2% | +436.9% |
| All | +1,077.4% | +134.3% | +943.2% | +436.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 5y: compounded portfolio wealth divided by compounded VGT 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…
5y analysis · Full analysis span regression · 6 months rolling