+3,476.8%
STX price history and return analytics
+226.9%
+3,249.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -1.6% |
| 7D | +8.0% | -2.0% | +10.0% | +10.8% |
| 30D | +5.1% | -1.4% | +6.5% | +7.2% |
| 3M | +5.8% | +4.7% | +1.0% | +0.6% |
| 6M | +124.9% | +11.4% | +113.6% | +99.7% |
| YTD | +213.9% | +13.1% | +200.8% | +175.5% |
| 1Y | +350.4% | +19.0% | +331.4% | +273.9% |
| 3Y | +1,314.2% | +73.9% | +1,240.3% | +657.6% |
| 5Y | +1,092.8% | +65.4% | +1,027.4% | +586.3% |
| All | +3,476.8% | +226.9% | +3,249.9% | +748.4% |
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