+1,144.9%
STX vs VIG
+63.6%
+1,081.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.8% | +7.3% | +7.6% |
| 7D | +10.7% | -0.4% | +11.2% | +11.2% |
| 30D | +11.3% | -2.1% | +13.4% | +14.4% |
| 3M | +3.2% | +3.3% | -0.1% | -2.5% |
| 6M | +157.0% | +9.3% | +147.7% | +124.6% |
| YTD | +229.2% | +10.1% | +219.1% | +185.9% |
| 1Y | +381.8% | +14.7% | +367.1% | +296.5% |
| 3Y | +1,383.2% | +56.9% | +1,326.2% | +702.5% |
| 5Y | +1,144.9% | +62.9% | +1,082.0% | +550.1% |
| All | +1,144.9% | +63.6% | +1,081.3% | +550.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling