+124.3%
STCE vs VT
+76.6%
+47.8%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.7% | -5.2% | -7.9% |
| 7D | -10.9% | -0.3% | -10.6% | -10.2% |
| 30D | -29.0% | -1.4% | -27.6% | -25.9% |
| 3M | -28.1% | -1.4% | -26.8% | -24.7% |
| 6M | -31.4% | +5.5% | -36.8% | -38.4% |
| YTD | -22.0% | +12.8% | -34.8% | -39.3% |
| 1Y | -47.2% | +15.4% | -62.6% | -60.8% |
| All | +124.3% | +76.6% | +47.8% | -20.8% |
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