+11,890.3%
STX vs VTV
+715.1%
+11,175.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.8% | +7.3% | +7.4% |
| 7D | +10.7% | +0.3% | +10.4% | +10.2% |
| 30D | +11.3% | +0.1% | +11.1% | +11.0% |
| 3M | +3.2% | +6.2% | -3.0% | -3.7% |
| 6M | +157.0% | +13.5% | +143.5% | +123.8% |
| YTD | +229.2% | +18.9% | +210.4% | +173.3% |
| 1Y | +381.8% | +25.8% | +356.1% | +275.3% |
| 3Y | +1,383.2% | +68.7% | +1,314.4% | +743.9% |
| 5Y | +1,144.9% | +80.3% | +1,064.6% | +571.0% |
| 10Y | +3,676.0% | +226.3% | +3,449.7% | +960.7% |
| All | +11,890.3% | +715.1% | +11,175.2% | +1,067.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded VTV 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling