+194.0%
STT vs VEU
+149.9%
+44.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | -0.1% |
| 7D | +4.8% | +2.1% | +2.7% | +2.2% |
| 30D | +3.9% | -0.9% | +4.8% | +5.1% |
| 3M | -8.2% | -5.4% | -2.8% | -1.9% |
| 6M | +15.6% | -1.8% | +17.4% | +17.3% |
| YTD | +37.6% | +10.9% | +26.7% | +18.8% |
| 1Y | +50.1% | +13.6% | +36.5% | +25.8% |
| 3Y | +183.1% | +69.3% | +113.8% | +39.9% |
| 5Y | +104.8% | +48.1% | +56.7% | +22.6% |
| All | +194.0% | +149.9% | +44.1% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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