+3,343.4%
STX vs VTV
+234.5%
+3,108.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.7% | -4.5% | -4.6% |
| 7D | -2.3% | -1.1% | -1.2% | -1.1% |
| 30D | -5.5% | -1.0% | -4.4% | -4.5% |
| 3M | -4.3% | +4.6% | -8.9% | -9.6% |
| 6M | +115.6% | +13.5% | +102.1% | +86.6% |
| YTD | +202.2% | +18.5% | +183.7% | +150.0% |
| 1Y | +325.3% | +22.9% | +302.4% | +237.3% |
| 3Y | +1,283.9% | +67.8% | +1,216.1% | +682.6% |
| 5Y | +1,048.3% | +81.8% | +966.5% | +506.9% |
| All | +3,343.4% | +234.5% | +3,108.9% | +738.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling