+123.8%
STX vs VSH
+62.1%
+61.7%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -5.1% | -3.1% | -5.4% |
| 7D | -20.2% | -13.6% | -6.6% | -13.6% |
| 30D | -37.2% | -30.4% | -6.9% | -24.5% |
| 3M | -34.1% | -33.3% | -0.8% | -20.6% |
| 6M | -24.5% | -15.1% | -9.4% | -22.9% |
| YTD | +102.9% | +80.2% | +22.7% | +28.6% |
| 1Y | +123.8% | +63.4% | +60.4% | +45.3% |
| All | +123.8% | +62.1% | +61.7% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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