-65.4%
STUB vs VT
+10.7%
-76.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.1% | -0.6% | +0.5% |
| 7D | +7.9% | -4.2% | +12.1% | +14.0% |
| 30D | +9.6% | -5.8% | +15.4% | +18.2% |
| 3M | -31.1% | -5.2% | -25.9% | -26.1% |
| 6M | -17.4% | +0.1% | -17.5% | -18.2% |
| YTD | -53.6% | +8.2% | -61.8% | -60.1% |
| 1Y | -65.4% | +10.1% | -75.5% | -71.7% |
| All | -65.4% | +10.7% | -76.0% | -71.7% |
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