+366.2%
STX vs VO
+13.6%
+352.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -0.4% |
| 7D | +9.6% | -0.6% | +10.2% | +10.7% |
| 30D | +10.6% | -1.9% | +12.5% | +15.5% |
| 3M | +4.8% | +3.3% | +1.5% | -1.3% |
| 6M | +137.3% | +9.7% | +127.6% | +99.0% |
| YTD | +222.5% | +12.6% | +209.9% | +161.3% |
| 1Y | +366.2% | +13.6% | +352.6% | +273.9% |
| All | +366.2% | +13.6% | +352.6% | +273.9% |
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