+102.4%
STX vs VTV
+23.7%
+78.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.5% |
| 7D | +14.6% | +2.9% | +11.7% | +8.7% |
| 30D | -26.0% | +3.8% | -29.7% | -30.0% |
| 3M | -42.6% | +1.6% | -44.2% | -43.6% |
| 6M | -35.3% | +11.2% | -46.5% | -48.6% |
| YTD | +92.5% | +22.0% | +70.5% | +26.4% |
| 1Y | +102.4% | +24.9% | +77.5% | +27.4% |
| All | +102.4% | +23.7% | +78.7% | +27.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling