+11,159.8%
STX vs VO
+827.2%
+10,332.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.2% | +6.6% | +6.6% |
| 7D | +2.4% | -0.3% | +2.6% | +2.6% |
| 30D | +1.4% | -0.3% | +1.7% | +1.9% |
| 3M | -8.2% | +2.9% | -11.2% | -10.7% |
| 6M | +127.0% | +9.3% | +117.7% | +107.7% |
| YTD | +209.1% | +14.2% | +195.0% | +170.2% |
| 1Y | +365.4% | +15.3% | +350.2% | +303.3% |
| 3Y | +1,135.4% | +56.2% | +1,079.1% | +671.4% |
| 5Y | +991.5% | +42.4% | +949.1% | +661.6% |
| 10Y | +3,695.8% | +194.7% | +3,501.1% | +1,055.6% |
| All | +11,159.8% | +827.2% | +10,332.5% | +814.3% |
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