+149.8%
STGW vs VT
+69.7%
+80.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.2% | +7.2% | +7.2% |
| 7D | +11.2% | -2.3% | +13.5% | +14.1% |
| 30D | +34.6% | -5.0% | +39.5% | +42.4% |
| 3M | +27.6% | -4.9% | +32.5% | +34.9% |
| 6M | +81.9% | -1.5% | +83.4% | +83.2% |
| YTD | +138.0% | +8.5% | +129.6% | +110.0% |
| 1Y | +107.1% | +11.4% | +95.7% | +76.0% |
| 3Y | +149.8% | +70.1% | +79.7% | +3.4% |
| All | +149.8% | +69.7% | +80.0% | +3.4% |
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