+67.5%
STXD vs VT
+90.6%
-23.1%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | +3.7% | +2.4% | +1.4% | +1.8% |
| 30D | +4.7% | -1.5% | +6.3% | +6.0% |
| 3M | -0.1% | -4.1% | +4.0% | +3.3% |
| 6M | +9.2% | +0.6% | +8.7% | +8.6% |
| YTD | +12.0% | +11.0% | +0.9% | +2.3% |
| 1Y | +13.6% | +13.3% | +0.3% | +2.1% |
| 3Y | +58.9% | +73.4% | -14.5% | 0.0% |
| All | +67.5% | +90.6% | -23.1% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling