+12.6%
STXT vs VT
+67.6%
-55.0%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.7% | -1.6% | +2.3% | +0.8% |
| 30D | +2.3% | -2.5% | +4.8% | +2.4% |
| 3M | +1.0% | -1.3% | +2.3% | +1.1% |
| 6M | -0.8% | +3.1% | -3.9% | -1.0% |
| YTD | -0.3% | +10.9% | -11.2% | -0.9% |
| 1Y | +0.1% | +12.1% | -12.0% | -0.6% |
| 3Y | +13.8% | +73.9% | -60.1% | +5.8% |
| All | +12.6% | +67.6% | -55.0% | +5.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling