+11,159.8%
STX vs VTV
+721.7%
+10,438.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.2% | +6.6% | +6.6% |
| 7D | +2.4% | +0.5% | +1.8% | +1.7% |
| 30D | +1.4% | +1.1% | +0.3% | +0.1% |
| 3M | -8.2% | +5.9% | -14.1% | -13.9% |
| 6M | +127.0% | +11.6% | +115.4% | +101.6% |
| YTD | +209.1% | +19.8% | +189.3% | +154.5% |
| 1Y | +365.4% | +26.2% | +339.2% | +261.2% |
| 3Y | +1,135.4% | +68.5% | +1,066.9% | +604.7% |
| 5Y | +991.5% | +79.9% | +911.6% | +490.2% |
| 10Y | +3,695.8% | +229.7% | +3,466.1% | +954.8% |
| All | +11,159.8% | +721.7% | +10,438.1% | +986.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling