+106.1%
STXG vs VT
+86.2%
+19.9%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.2% | +0.2% |
| 7D | -2.8% | -2.3% | -0.5% | -0.1% |
| 30D | -7.8% | -5.0% | -2.8% | -2.2% |
| 3M | -5.7% | -4.9% | -0.8% | -0.1% |
| 6M | -1.7% | -1.5% | -0.1% | +0.1% |
| YTD | +5.1% | +8.5% | -3.4% | -4.3% |
| 1Y | +6.3% | +11.4% | -5.1% | -6.2% |
| 3Y | +76.2% | +70.1% | +6.2% | -2.7% |
| All | +106.1% | +86.2% | +19.9% | +4.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling