-47.2%
STCE vs VT
+15.2%
-62.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.7% | -5.2% | -8.5% |
| 7D | -10.9% | -0.3% | -10.6% | -10.1% |
| 30D | -29.0% | -1.4% | -27.6% | -25.4% |
| 3M | -28.1% | -1.4% | -26.8% | -24.2% |
| 6M | -31.4% | +5.5% | -36.8% | -40.1% |
| YTD | -22.0% | +12.8% | -34.8% | -43.3% |
| 1Y | -47.2% | +15.4% | -62.6% | -64.3% |
| All | -47.2% | +15.2% | -62.4% | -64.3% |
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