+194.0%
STT vs VO
+197.6%
-3.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.2% |
| 7D | +4.8% | +3.1% | +1.7% | +1.0% |
| 30D | +3.9% | +2.2% | +1.7% | +1.3% |
| 3M | -8.2% | -2.5% | -5.7% | -5.2% |
| 6M | +15.6% | +7.0% | +8.7% | +6.5% |
| YTD | +37.6% | +14.0% | +23.6% | +17.6% |
| 1Y | +50.1% | +15.6% | +34.5% | +26.1% |
| 3Y | +183.1% | +66.2% | +116.9% | +54.1% |
| 5Y | +104.8% | +36.6% | +68.2% | +42.7% |
| All | +194.0% | +197.6% | -3.7% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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