+118.0%
STXG vs VT
+98.0%
+20.0%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -0.1% | +0.4% | -0.6% | -0.6% |
| 30D | -0.3% | +1.0% | -1.3% | -1.4% |
| 3M | +0.6% | +2.4% | -1.8% | -2.0% |
| 6M | +13.7% | +12.0% | +1.7% | -0.1% |
| YTD | +11.2% | +15.3% | -4.2% | -5.6% |
| 1Y | +17.1% | +22.6% | -5.5% | -7.4% |
| 3Y | +80.1% | +74.7% | +5.4% | -3.7% |
| All | +118.0% | +98.0% | +20.0% | +2.6% |
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