+1,383.2%
STX vs VO
+57.7%
+1,325.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.6% | +7.1% | +7.3% |
| 7D | +10.7% | +0.6% | +10.1% | +9.6% |
| 30D | +11.3% | -1.1% | +12.3% | +13.2% |
| 3M | +3.2% | +4.5% | -1.3% | -2.8% |
| 6M | +157.0% | +11.1% | +145.9% | +124.4% |
| YTD | +229.2% | +13.5% | +215.7% | +180.5% |
| 1Y | +381.8% | +14.5% | +367.4% | +307.1% |
| 3Y | +1,383.2% | +58.1% | +1,325.1% | +815.2% |
| All | +1,383.2% | +57.7% | +1,325.4% | +815.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling