-25.0%
STXX vs VT
+4.3%
-29.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | 0.0% | +4.9% | +4.8% |
| 7D | -18.9% | -1.6% | -17.3% | -10.8% |
| 30D | -51.9% | -2.5% | -49.4% | -43.6% |
| 3M | -53.8% | -1.3% | -52.5% | -49.9% |
| 6M | -50.4% | +3.1% | -53.5% | -50.1% |
| All | -25.0% | +4.3% | -29.2% | -26.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling