+102.4%
STX vs VIG
+16.5%
+85.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | +14.6% | +3.5% | +11.1% | +8.0% |
| 30D | -26.0% | +4.9% | -30.9% | -30.7% |
| 3M | -42.6% | +2.5% | -45.1% | -44.0% |
| 6M | -35.3% | +11.0% | -46.3% | -48.5% |
| YTD | +92.5% | +16.0% | +76.5% | +34.9% |
| 1Y | +102.4% | +17.5% | +84.8% | +36.2% |
| All | +102.4% | +16.5% | +85.9% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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