+96.3%
STXE vs VT
+75.6%
+20.7%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.1% | +3.2% | +3.0% |
| 7D | +1.9% | -0.7% | +2.6% | +3.0% |
| 30D | -6.8% | -1.7% | -5.1% | -4.6% |
| 3M | -3.6% | -2.3% | -1.3% | -0.4% |
| 6M | -6.5% | +1.5% | -8.0% | -6.7% |
| YTD | +29.8% | +12.0% | +17.7% | +18.4% |
| 1Y | +32.3% | +12.9% | +19.4% | +19.9% |
| All | +96.3% | +75.6% | +20.7% | +18.9% |
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