-79.2%
STXS price history and return analytics
+66.8%
-146.0%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.0% | -5.8% |
| 7D | -5.1% | +1.0% | -6.1% | -6.4% |
| 30D | -8.5% | -0.2% | -8.2% | -8.2% |
| 3M | -28.2% | +4.5% | -32.7% | -32.2% |
| 6M | -36.6% | +14.1% | -50.6% | -46.6% |
| YTD | -43.5% | +14.8% | -58.2% | -52.7% |
| 1Y | -54.9% | +21.2% | -76.1% | -64.6% |
| 3Y | -23.1% | +76.6% | -99.6% | -63.1% |
| All | -79.2% | +66.8% | -146.0% | -88.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling