+3,676.0%
STX vs VO
+192.5%
+3,483.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.6% | +7.1% | +7.1% |
| 7D | +10.7% | +0.6% | +10.1% | +9.9% |
| 30D | +11.3% | -1.1% | +12.3% | +12.8% |
| 3M | +3.2% | +4.5% | -1.3% | -1.5% |
| 6M | +157.0% | +11.1% | +145.9% | +131.1% |
| YTD | +229.2% | +13.5% | +215.7% | +190.1% |
| 1Y | +381.8% | +14.5% | +367.4% | +321.6% |
| 3Y | +1,383.2% | +58.1% | +1,325.1% | +831.1% |
| 5Y | +1,144.9% | +43.3% | +1,101.6% | +773.1% |
| 10Y | +3,676.0% | +193.2% | +3,482.8% | +1,035.7% |
| All | +3,676.0% | +192.5% | +3,483.6% | +1,035.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling