+127.0%
STX vs VRT
+12.5%
+114.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.4% | +2.0% | +3.5% |
| 7D | +2.4% | +9.1% | -6.8% | -3.4% |
| 30D | +1.4% | +0.9% | +0.5% | +1.2% |
| 3M | -8.2% | -13.4% | +5.2% | +1.4% |
| 6M | +127.0% | +11.7% | +115.3% | +99.2% |
| All | +127.0% | +12.5% | +114.5% | +99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 6mo: compounded portfolio wealth divided by compounded VRT 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…
6mo analysis · Full analysis span regression · 6 months rolling