+9,917.7%
STX vs VWO
+326.6%
+9,591.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.3% | +6.8% | +6.7% |
| 7D | +10.7% | +0.9% | +9.8% | +10.0% |
| 30D | +11.3% | +1.3% | +10.0% | +10.3% |
| 3M | +3.2% | +5.1% | -1.9% | +0.3% |
| 6M | +157.0% | +12.5% | +144.4% | +138.5% |
| YTD | +229.2% | +14.0% | +215.2% | +204.5% |
| 1Y | +381.8% | +19.7% | +362.1% | +332.6% |
| 3Y | +1,383.2% | +66.8% | +1,316.4% | +946.7% |
| 5Y | +1,144.9% | +36.2% | +1,108.7% | +920.8% |
| 10Y | +3,676.0% | +111.0% | +3,565.0% | +2,166.3% |
| All | +9,917.7% | +326.6% | +9,591.0% | +3,273.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling