+184.2%
STT vs VEU
+71.8%
+112.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.7% |
| 7D | +0.4% | -0.5% | +1.0% | +0.9% |
| 30D | -0.4% | -1.0% | +0.6% | +0.5% |
| 3M | -6.5% | -3.6% | -2.9% | -3.6% |
| 6M | +17.2% | -1.2% | +18.3% | +17.9% |
| YTD | +38.2% | +12.0% | +26.2% | +23.7% |
| 1Y | +49.3% | +13.9% | +35.4% | +31.6% |
| All | +184.2% | +71.8% | +112.4% | +68.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling