+59.7%
STXD price history and return analytics
+95.7%
-36.1%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.1% |
| 7D | -0.9% | -0.1% | -0.8% | -0.8% |
| 30D | -4.3% | -0.7% | -3.7% | -3.8% |
| 3M | +1.5% | +4.0% | -2.5% | -1.8% |
| 6M | +6.8% | +12.3% | -5.5% | -3.2% |
| YTD | +6.7% | +14.0% | -7.3% | -4.5% |
| 1Y | +10.7% | +20.3% | -9.6% | -5.4% |
| 3Y | +49.0% | +75.4% | -26.4% | -7.1% |
| All | +59.7% | +95.7% | -36.1% | -8.7% |
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 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