-70.0%
STUB vs VT
+17.2%
-87.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.7% | +7.0% | +6.5% |
| 7D | +17.7% | -0.3% | +18.0% | +18.2% |
| 30D | +19.2% | -1.4% | +20.6% | +21.4% |
| 3M | -30.3% | -1.4% | -28.9% | -29.0% |
| 6M | -11.4% | +5.5% | -16.9% | -18.3% |
| YTD | -51.3% | +12.8% | -64.1% | -60.0% |
| 1Y | -61.5% | +15.4% | -76.9% | -70.3% |
| All | -70.0% | +17.2% | -87.2% | -77.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling