+375.9%
STX vs VSH
+111.3%
+264.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.0% | +7.5% | +7.0% |
| 7D | +10.7% | +6.2% | +4.5% | +7.2% |
| 30D | +11.3% | -11.1% | +22.4% | +18.7% |
| 3M | +3.2% | -44.9% | +48.1% | +39.3% |
| 6M | +157.0% | +90.0% | +67.0% | +77.5% |
| YTD | +229.2% | +118.8% | +110.4% | +120.4% |
| All | +375.9% | +111.3% | +264.6% | +206.8% |
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