-70.3%
STUB vs VT
+19.8%
-90.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.0% | +4.6% | +4.3% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | -31.0% | +0.8% | -31.8% | -31.7% |
| 3M | -30.8% | +2.8% | -33.6% | -33.4% |
| 6M | -35.8% | +13.0% | -48.8% | -46.1% |
| YTD | -51.7% | +15.4% | -67.1% | -61.5% |
| All | -70.3% | +19.8% | -90.1% | -78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling