+123.8%
STX vs VWO
+5.9%
+117.9%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.7% | -9.8% | -11.5% |
| 7D | -20.2% | -1.3% | -18.9% | -18.2% |
| 30D | -37.2% | -7.1% | -30.1% | -26.9% |
| 3M | -34.1% | -6.1% | -28.0% | -25.0% |
| 6M | -24.5% | -3.9% | -20.6% | -17.2% |
| YTD | +102.9% | +5.0% | +97.9% | +74.2% |
| 1Y | +123.8% | +6.0% | +117.8% | +87.6% |
| All | +123.8% | +5.9% | +117.9% | +87.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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