+177.8%
STT vs VIG
+67.1%
+110.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.2% | +0.1% |
| 7D | +1.1% | +1.0% | +0.1% | -0.1% |
| 30D | -1.9% | +4.5% | -6.4% | -7.5% |
| 3M | -7.6% | +2.1% | -9.6% | -10.0% |
| 6M | +16.0% | +10.5% | +5.5% | +1.6% |
| YTD | +36.2% | +15.1% | +21.1% | +13.1% |
| 1Y | +46.8% | +16.9% | +29.9% | +19.5% |
| 3Y | +177.8% | +65.6% | +112.2% | +41.6% |
| All | +177.8% | +67.1% | +110.7% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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