+3,476.8%
STX vs VTI
+301.7%
+3,175.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.0% | -1.9% |
| 7D | +8.0% | -2.0% | +10.0% | +10.6% |
| 30D | +5.1% | -1.9% | +7.0% | +7.6% |
| 3M | +5.8% | +4.5% | +1.2% | +0.7% |
| 6M | +124.9% | +12.6% | +112.4% | +98.0% |
| YTD | +213.9% | +12.0% | +201.9% | +179.4% |
| 1Y | +350.4% | +17.3% | +333.1% | +282.4% |
| 3Y | +1,314.2% | +75.3% | +1,238.9% | +673.7% |
| 5Y | +1,092.8% | +74.0% | +1,018.8% | +564.8% |
| All | +3,476.8% | +301.7% | +3,175.1% | +559.4% |
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