+112.7%
STXE vs VT
+75.0%
+37.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.9% | +1.9% |
| 7D | +3.1% | +0.4% | +2.6% | +2.5% |
| 30D | +6.5% | +1.0% | +5.6% | +5.4% |
| 3M | -0.9% | +2.4% | -3.3% | -2.9% |
| 6M | +25.1% | +12.0% | +13.1% | +12.5% |
| YTD | +44.1% | +15.3% | +28.8% | +26.7% |
| 1Y | +67.7% | +22.6% | +45.1% | +40.1% |
| All | +112.7% | +75.0% | +37.7% | +28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling