+100.0%
STXS price history and return analytics
+226.9%
-126.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.7% | -0.6% |
| 7D | -6.5% | -2.0% | -4.5% | -4.3% |
| 30D | -11.0% | -1.4% | -9.5% | -9.5% |
| 3M | -28.2% | +4.7% | -32.9% | -31.7% |
| 6M | -34.0% | +11.4% | -45.4% | -41.1% |
| YTD | -43.5% | +13.1% | -56.5% | -50.3% |
| 1Y | -53.7% | +19.0% | -72.8% | -61.4% |
| 3Y | -23.1% | +73.9% | -97.0% | -57.0% |
| 5Y | -77.7% | +65.4% | -143.1% | -86.6% |
| All | +100.0% | +226.9% | -126.9% | -34.4% |
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