+6,494.6%
STX vs VIG
+623.5%
+5,871.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.8% | +6.9% |
| 7D | +2.4% | -0.4% | +2.8% | +2.9% |
| 30D | +1.4% | -1.0% | +2.4% | +2.4% |
| 3M | -8.2% | +2.8% | -11.0% | -11.7% |
| 6M | +127.0% | +8.2% | +118.8% | +105.5% |
| YTD | +209.1% | +11.0% | +198.1% | +172.0% |
| 1Y | +365.4% | +16.1% | +349.3% | +288.2% |
| 3Y | +1,135.4% | +56.2% | +1,079.2% | +623.0% |
| 5Y | +991.5% | +63.0% | +928.5% | +515.9% |
| 10Y | +3,695.8% | +241.4% | +3,454.4% | +736.4% |
| All | +6,494.6% | +623.5% | +5,871.1% | +409.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling