+84.6%
STXE vs VT
+77.4%
+7.2%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.2% | +2.2% |
| 7D | -5.5% | -2.3% | -3.2% | -2.8% |
| 30D | -16.0% | -5.0% | -11.1% | -10.9% |
| 3M | -9.6% | -4.9% | -4.7% | -3.9% |
| 6M | -11.5% | -1.5% | -10.0% | -8.6% |
| YTD | +20.6% | +8.5% | +12.1% | +14.5% |
| 1Y | +25.4% | +11.4% | +14.1% | +16.5% |
| 3Y | +80.7% | +70.1% | +10.6% | +18.4% |
| All | +84.6% | +77.4% | +7.2% | +19.0% |
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