+6,615.8%
STX vs VO
+822.3%
+5,793.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.7% | +7.1% | +6.7% |
| 7D | -14.8% | -0.1% | -14.6% | -14.0% |
| 30D | -35.4% | +0.5% | -35.9% | -35.2% |
| 3M | -37.7% | -1.0% | -36.7% | -36.4% |
| 6M | -35.2% | +6.4% | -41.7% | -38.9% |
| YTD | +84.4% | +13.6% | +70.8% | +63.2% |
| 1Y | +82.3% | +14.5% | +67.8% | +60.4% |
| 3Y | +646.2% | +67.2% | +579.0% | +335.3% |
| 5Y | +487.4% | +36.1% | +451.3% | +333.8% |
| 10Y | +2,071.0% | +199.3% | +1,871.7% | +552.9% |
| All | +6,615.8% | +822.3% | +5,793.4% | +452.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling