+1,972.8%
STX vs VTI
+289.3%
+1,683.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.6% |
| 7D | +14.6% | +2.5% | +12.1% | +11.5% |
| 30D | -26.0% | -1.5% | -24.4% | -23.6% |
| 3M | -42.6% | -3.2% | -39.4% | -39.6% |
| 6M | -35.3% | +2.3% | -37.6% | -35.8% |
| YTD | +92.5% | +11.6% | +80.8% | +74.2% |
| 1Y | +102.4% | +13.8% | +88.6% | +79.9% |
| 3Y | +673.8% | +77.4% | +596.4% | +324.7% |
| 5Y | +463.1% | +64.6% | +398.5% | +238.0% |
| All | +1,972.8% | +289.3% | +1,683.6% | +279.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 10y: compounded portfolio wealth divided by compounded VTI 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…
10y analysis · Full analysis span regression · 6 months rolling