+1,092.8%
STX vs VTEB
+0.8%
+1,092.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -1.9% | -1.7% |
| 7D | +8.0% | -1.2% | +9.2% | +9.8% |
| 30D | +5.1% | -2.9% | +8.0% | +9.2% |
| 3M | +5.8% | -3.2% | +8.9% | +10.3% |
| 6M | +124.9% | -2.6% | +127.6% | +133.2% |
| YTD | +213.9% | -1.8% | +215.7% | +222.4% |
| 1Y | +350.4% | +0.2% | +350.2% | +351.1% |
| 3Y | +1,314.2% | +8.2% | +1,306.0% | +1,180.7% |
| 5Y | +1,092.8% | +0.8% | +1,092.0% | +1,104.9% |
| All | +1,092.8% | +0.8% | +1,092.0% | +1,104.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 5y: compounded portfolio wealth divided by compounded VTEB 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…
5y analysis · Full analysis span regression · 6 months rolling