+102.4%
STX vs VUG
+3.5%
+98.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -1.3% |
| 7D | +14.6% | +2.5% | +12.1% | +9.9% |
| 30D | -26.0% | -6.3% | -19.7% | -15.1% |
| 3M | -42.6% | -6.0% | -36.6% | -34.6% |
| 6M | -35.3% | -3.5% | -31.7% | -29.3% |
| YTD | +92.5% | +3.9% | +88.5% | +90.3% |
| 1Y | +102.4% | +5.1% | +97.3% | +94.7% |
| All | +102.4% | +3.5% | +98.9% | +94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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