+7.5%
STAA vs VT
+15.2%
-7.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +1.7% | +6.2% | +7.5% |
| 7D | +10.4% | -0.3% | +10.7% | +10.4% |
| 30D | +20.4% | -1.4% | +21.8% | +20.6% |
| 3M | +12.6% | -1.4% | +14.0% | +12.9% |
| 6M | -0.4% | +5.5% | -5.9% | -1.6% |
| YTD | +17.7% | +12.8% | +4.8% | +17.7% |
| 1Y | +7.5% | +15.4% | -8.0% | +10.3% |
| All | +7.5% | +15.2% | -7.7% | +10.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling