+67.6%
STXV price history and return analytics
+95.7%
-28.1%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.2% |
| 7D | -0.8% | -0.1% | -0.6% | -0.7% |
| 30D | +0.2% | -0.7% | +0.9% | +0.7% |
| 3M | +5.2% | +4.0% | +1.2% | +2.1% |
| 6M | +12.2% | +12.3% | -0.1% | +2.5% |
| YTD | +19.0% | +14.0% | +5.0% | +7.4% |
| 1Y | +26.2% | +20.3% | +5.9% | +9.0% |
| 3Y | +67.1% | +75.4% | -8.3% | +5.0% |
| All | +67.6% | +95.7% | -28.1% | -4.0% |
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