+1,376.8%
STX vs VTI
+75.5%
+1,301.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.2% |
| 7D | +9.6% | -0.4% | +9.9% | +10.0% |
| 30D | +10.6% | -1.6% | +12.2% | +13.3% |
| 3M | +4.8% | +3.6% | +1.2% | -0.2% |
| 6M | +137.3% | +13.0% | +124.2% | +100.6% |
| YTD | +222.5% | +12.7% | +209.8% | +175.4% |
| 1Y | +366.2% | +18.4% | +347.9% | +276.0% |
| All | +1,376.8% | +75.5% | +1,301.4% | +672.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling