+92.5%
STXE price history and return analytics
+74.5%
+18.0%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.2% |
| 7D | +8.2% | +2.9% | +5.3% | +4.6% |
| 30D | -7.6% | -2.5% | -5.1% | -4.4% |
| 3M | -7.9% | -3.3% | -4.6% | -3.7% |
| 6M | -4.7% | +1.5% | -6.2% | -4.8% |
| YTD | +27.3% | +11.4% | +15.9% | +17.0% |
| 1Y | +29.9% | +11.9% | +18.0% | +18.9% |
| All | +92.5% | +74.5% | +18.0% | +17.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling