+2,108.4%
STX vs VXUS
+146.5%
+1,961.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.9% | +9.0% | +8.8% |
| 7D | -1.0% | -0.5% | -0.4% | +0.6% |
| 30D | -26.8% | -1.2% | -25.6% | -24.9% |
| 3M | -32.7% | -3.8% | -28.9% | -28.7% |
| 6M | -33.7% | -1.7% | -32.1% | -30.8% |
| YTD | +101.0% | +11.4% | +89.6% | +83.6% |
| 1Y | +92.7% | +13.3% | +79.4% | +73.2% |
| 3Y | +708.7% | +70.0% | +638.7% | +366.2% |
| 5Y | +504.0% | +48.1% | +455.9% | +306.7% |
| 10Y | +2,108.4% | +147.1% | +1,961.3% | +707.2% |
| All | +2,108.4% | +146.5% | +1,961.8% | +707.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 10y: compounded portfolio wealth divided by compounded VXUS 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…
10y analysis · Full analysis span regression · 6 months rolling