+93.6%
STX vs VO
+13.5%
+80.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | +0.9% |
| 7D | +16.8% | +2.9% | +13.9% | +9.6% |
| 30D | -27.0% | +1.0% | -28.0% | -27.4% |
| 3M | -37.9% | -1.7% | -36.2% | -34.1% |
| 6M | -32.5% | +6.7% | -39.2% | -40.6% |
| YTD | +98.6% | +14.0% | +84.6% | +49.5% |
| 1Y | +93.6% | +13.7% | +79.9% | +47.6% |
| All | +93.6% | +13.5% | +80.1% | +47.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling