+5,044.4%
STX price history and return analytics
+355.4%
+4,688.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.3% |
| 7D | -17.3% | -0.1% | -17.1% | -16.6% |
| 30D | -35.9% | -3.1% | -32.9% | -32.9% |
| 3M | -37.3% | -3.5% | -33.8% | -34.0% |
| 6M | -35.8% | +0.5% | -36.3% | -34.8% |
| YTD | +82.7% | +10.8% | +72.0% | +68.2% |
| 1Y | +71.6% | +11.9% | +59.7% | +56.8% |
| 3Y | +635.3% | +73.0% | +562.3% | +322.4% |
| 5Y | +483.8% | +58.6% | +425.2% | +274.8% |
| 10Y | +1,967.8% | +219.2% | +1,748.6% | +534.2% |
| All | +5,044.4% | +355.4% | +4,688.9% | +732.0% |
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 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