+325.3%
STX vs VWO
+16.3%
+309.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.7% | -4.4% | -5.1% |
| 7D | -2.3% | -1.8% | -0.5% | +1.2% |
| 30D | -5.5% | -0.1% | -5.4% | -5.2% |
| 3M | -4.3% | +2.2% | -6.5% | -7.4% |
| 6M | +115.6% | +8.8% | +106.9% | +86.3% |
| YTD | +202.2% | +12.4% | +189.8% | +142.2% |
| 1Y | +325.3% | +15.6% | +309.7% | +210.9% |
| All | +325.3% | +16.3% | +309.0% | +210.9% |
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