+1,144.9%
STX price history and return analytics
+66.2%
+1,078.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.5% | +7.0% | +7.2% |
| 7D | +10.7% | +1.0% | +9.7% | +9.0% |
| 30D | +11.3% | -0.2% | +11.5% | +11.8% |
| 3M | +3.2% | +4.5% | -1.3% | -2.5% |
| 6M | +157.0% | +14.1% | +142.9% | +115.9% |
| YTD | +229.2% | +14.8% | +214.4% | +176.3% |
| 1Y | +381.8% | +21.2% | +360.7% | +278.3% |
| 3Y | +1,383.2% | +76.6% | +1,306.6% | +618.7% |
| 5Y | +1,144.9% | +66.6% | +1,078.3% | +559.7% |
| All | +1,144.9% | +66.2% | +1,078.7% | +559.7% |
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