+260.3%
STT vs VEU
+152.3%
+108.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +1.2% |
| 7D | -1.4% | -1.9% | +0.6% | +1.0% |
| 30D | +2.2% | -0.7% | +2.9% | +3.0% |
| 3M | +18.8% | +4.9% | +14.0% | +11.6% |
| 6M | +57.9% | +9.8% | +48.1% | +38.7% |
| YTD | +51.0% | +15.3% | +35.7% | +24.5% |
| 1Y | +77.1% | +23.0% | +54.1% | +34.7% |
| 3Y | +199.8% | +73.5% | +126.3% | +44.6% |
| 5Y | +156.0% | +54.5% | +101.5% | +45.9% |
| All | +260.3% | +152.3% | +108.0% | +22.9% |
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