+1,376.8%
STX vs VWO
+64.3%
+1,312.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.5% | -1.3% |
| 7D | +9.6% | +0.2% | +9.4% | +9.4% |
| 30D | +10.6% | +0.9% | +9.7% | +9.5% |
| 3M | +4.8% | +4.3% | +0.5% | +0.5% |
| 6M | +137.3% | +10.5% | +126.7% | +113.4% |
| YTD | +222.5% | +13.4% | +209.1% | +185.8% |
| 1Y | +366.2% | +18.6% | +347.7% | +299.1% |
| All | +1,376.8% | +64.3% | +1,312.6% | +842.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling