+66.4%
STXD price history and return analytics
+91.1%
-24.6%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +0.9% |
| 7D | +0.8% | +0.4% | +0.4% | +0.5% |
| 30D | +3.7% | -2.6% | +6.3% | +5.9% |
| 3M | -0.3% | -3.2% | +2.9% | +2.3% |
| 6M | +8.3% | +0.9% | +7.4% | +7.3% |
| YTD | +11.2% | +11.3% | -0.1% | +1.5% |
| 1Y | +13.6% | +14.0% | -0.4% | +1.6% |
| 3Y | +59.7% | +75.8% | -16.1% | -0.6% |
| All | +66.4% | +91.1% | -24.6% | -3.0% |
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