-26.9%
STAA vs VT
+69.7%
-96.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.2% | -5.9% | -5.9% |
| 7D | +2.7% | -2.3% | +5.0% | +5.0% |
| 30D | +12.7% | -5.0% | +17.7% | +18.1% |
| 3M | +9.0% | -4.9% | +13.9% | +13.9% |
| 6M | -9.2% | -1.5% | -7.6% | -8.6% |
| YTD | +9.2% | +8.5% | +0.7% | -1.4% |
| 1Y | -5.3% | +11.4% | -16.7% | -17.5% |
| 3Y | -26.9% | +70.1% | -97.0% | -75.7% |
| All | -26.9% | +69.7% | -96.7% | -75.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling