+50.0%
VG vs STT
+44.2%
+5.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -22.0% | -2.5% | -19.6% | -22.3% |
| 30D | -11.6% | -5.0% | -6.7% | -12.3% |
| 3M | -14.9% | -10.5% | -4.4% | -16.6% |
| 6M | -3.5% | +10.0% | -13.5% | +0.7% |
| YTD | +70.0% | +30.7% | +39.3% | +73.0% |
| 1Y | +50.0% | +43.8% | +6.2% | +35.9% |
| All | +50.0% | +44.2% | +5.8% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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