-99.2%
STI vs VT
+69.4%
-168.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.1% | -2.5% | +1.8% |
| 7D | -4.8% | -4.2% | -0.6% | +3.8% |
| 30D | -27.4% | -5.8% | -21.6% | -17.9% |
| 3M | -35.4% | -5.2% | -30.1% | -27.9% |
| 6M | -12.4% | +0.1% | -12.6% | -18.4% |
| YTD | -41.5% | +8.2% | -49.7% | -55.6% |
| 1Y | -62.3% | +10.1% | -72.4% | -72.7% |
| All | -99.2% | +69.4% | -168.6% | -99.7% |
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