+200.7%
STT vs VIG
+57.1%
+143.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.2% |
| 7D | +2.2% | -0.4% | +2.6% | +2.7% |
| 30D | +3.9% | -2.1% | +6.0% | +6.9% |
| 3M | +19.2% | +3.3% | +15.8% | +14.0% |
| 6M | +60.4% | +9.3% | +51.1% | +42.3% |
| YTD | +51.5% | +10.1% | +41.3% | +33.3% |
| 1Y | +76.3% | +14.7% | +61.6% | +47.2% |
| 3Y | +200.7% | +56.9% | +143.8% | +67.1% |
| All | +200.7% | +57.1% | +143.7% | +67.1% |
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