+102.4%
STX price history and return analytics
+11.9%
+90.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.3% |
| 7D | +14.6% | +2.4% | +12.2% | +8.6% |
| 30D | -26.0% | -1.5% | -24.5% | -21.6% |
| 3M | -42.6% | -4.1% | -38.5% | -35.3% |
| 6M | -35.3% | +0.6% | -35.8% | -34.3% |
| YTD | +92.5% | +11.0% | +81.4% | +53.0% |
| 1Y | +102.4% | +13.3% | +89.0% | +50.3% |
| All | +102.4% | +11.9% | +90.5% | +50.3% |
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