+302.0%
STLD vs VT
+60.6%
+241.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.8% | -5.1% |
| 7D | -3.9% | -0.3% | -3.6% | -3.7% |
| 30D | -0.4% | -1.4% | +1.1% | +1.3% |
| 3M | -9.2% | -1.4% | -7.8% | -7.8% |
| 6M | +5.0% | +5.5% | -0.5% | -2.1% |
| YTD | +42.8% | +12.8% | +30.0% | +22.5% |
| 1Y | +60.1% | +15.4% | +44.6% | +33.5% |
| 3Y | +123.5% | +76.9% | +46.6% | +12.1% |
| 5Y | +302.0% | +60.4% | +241.6% | +118.9% |
| All | +302.0% | +60.6% | +241.4% | +118.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling