+443.2%
STNG vs VT
+57.4%
+385.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.6% | -4.0% | -2.8% |
| 7D | -8.1% | +0.4% | -8.4% | -8.3% |
| 30D | -6.5% | -2.6% | -3.9% | -5.2% |
| 3M | +5.2% | -3.2% | +8.5% | +7.0% |
| 6M | -4.6% | +0.9% | -5.5% | -5.4% |
| YTD | +59.4% | +11.3% | +48.1% | +49.1% |
| 1Y | +26.7% | +14.0% | +12.7% | +16.8% |
| 3Y | +49.9% | +75.8% | -26.0% | +5.7% |
| 5Y | +443.2% | +57.8% | +385.4% | +402.5% |
| All | +443.2% | +57.4% | +385.9% | +402.5% |
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