+68.7%
STXD price history and return analytics
+92.3%
-23.6%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.2% | 0.0% |
| 7D | +0.2% | -0.7% | +0.9% | +0.8% |
| 30D | +4.9% | -1.7% | +6.6% | +6.4% |
| 3M | +1.0% | -2.3% | +3.3% | +2.9% |
| 6M | +9.8% | +1.5% | +8.3% | +8.3% |
| YTD | +12.7% | +12.0% | +0.7% | +2.3% |
| 1Y | +13.6% | +12.9% | +0.7% | +2.4% |
| 3Y | +59.8% | +74.9% | -15.2% | -0.1% |
| All | +68.7% | +92.3% | -23.6% | -2.2% |
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