+26.6%
STOT vs VT
+221.8%
-195.1%
-6.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -0.4% | +2.4% | -2.8% | -0.4% |
| 30D | +0.4% | -1.5% | +1.9% | +0.4% |
| 3M | -0.1% | -4.1% | +4.1% | 0.0% |
| 6M | +0.7% | +0.6% | +0.1% | +0.7% |
| YTD | +1.5% | +11.0% | -9.6% | +1.4% |
| 1Y | +2.1% | +13.3% | -11.2% | +2.0% |
| 3Y | +15.0% | +73.4% | -58.4% | +14.5% |
| 5Y | +15.7% | +57.4% | -41.7% | +15.2% |
| All | +26.6% | +221.8% | -195.1% | +26.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling