+64.7%
STXS price history and return analytics
+221.8%
-157.1%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.9% |
| 7D | -22.9% | +2.4% | -25.3% | -25.0% |
| 30D | -20.0% | -1.5% | -18.5% | -19.0% |
| 3M | -39.1% | -4.1% | -35.0% | -36.4% |
| 6M | -54.6% | +0.6% | -55.1% | -54.8% |
| YTD | -63.5% | +11.0% | -74.5% | -67.4% |
| 1Y | -62.5% | +13.3% | -75.8% | -67.2% |
| 3Y | -41.7% | +73.4% | -115.1% | -67.3% |
| 5Y | -87.1% | +57.4% | -144.5% | -91.9% |
| All | +64.7% | +221.8% | -157.1% | -46.5% |
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 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