+71.6%
STX vs VST
-32.3%
+103.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.2% | +0.3% |
| 7D | -17.3% | -6.0% | -11.3% | -14.2% |
| 30D | -35.9% | -18.8% | -17.2% | -27.8% |
| 3M | -37.3% | -8.0% | -29.3% | -35.1% |
| 6M | -35.8% | -10.9% | -24.9% | -31.5% |
| YTD | +82.7% | -18.3% | +101.1% | +98.6% |
| 1Y | +71.6% | -29.9% | +101.6% | +105.7% |
| All | +71.6% | -32.3% | +103.9% | +105.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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