+64.4%
VG vs STT
+48.2%
+16.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.3% | +5.0% | +4.7% |
| 7D | +15.1% | +5.1% | +10.0% | +16.1% |
| 30D | -4.2% | -0.2% | -4.0% | -4.3% |
| 3M | -3.1% | -8.1% | +5.0% | -5.5% |
| 6M | +0.3% | +16.6% | -16.3% | +6.8% |
| YTD | +95.5% | +37.8% | +57.6% | +107.5% |
| 1Y | +64.4% | +46.8% | +17.6% | +71.6% |
| All | +64.4% | +48.2% | +16.3% | +71.6% |
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