+66.5%
STX vs VT
+10.5%
+56.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.8% |
| 7D | -28.5% | -2.3% | -26.2% | -23.5% |
| 30D | -42.9% | -5.0% | -38.0% | -34.1% |
| 3M | -45.9% | -4.9% | -41.0% | -38.0% |
| 6M | -41.3% | -1.5% | -39.8% | -37.5% |
| YTD | +67.9% | +8.5% | +59.5% | +39.4% |
| 1Y | +66.5% | +11.4% | +55.1% | +27.4% |
| All | +66.5% | +10.5% | +56.0% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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