+588.0%
STX vs VSH
+6.8%
+581.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.7% | -6.9% | -3.9% |
| 7D | -28.5% | -12.9% | -15.5% | -23.3% |
| 30D | -42.9% | -36.9% | -6.1% | -29.3% |
| 3M | -45.9% | -28.8% | -17.2% | -37.7% |
| 6M | -41.3% | -30.3% | -11.0% | -32.3% |
| YTD | +67.9% | +62.4% | +5.6% | +34.8% |
| 1Y | +66.5% | +62.5% | +4.0% | +33.7% |
| 3Y | +588.0% | +7.4% | +580.6% | +509.2% |
| All | +588.0% | +6.8% | +581.1% | +509.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling