+365.4%
STX vs VSH
+118.1%
+247.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.4% | +1.9% | +4.0% |
| 7D | +2.4% | +4.1% | -1.7% | +0.2% |
| 30D | +1.4% | -4.2% | +5.5% | +3.5% |
| 3M | -8.2% | -50.0% | +41.8% | +29.6% |
| 6M | +127.0% | +80.2% | +46.8% | +61.1% |
| YTD | +209.1% | +121.1% | +88.1% | +106.1% |
| 1Y | +365.4% | +112.0% | +253.4% | +208.5% |
| All | +365.4% | +118.1% | +247.3% | +208.5% |
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