+3.8%
VUG vs STT
+48.2%
-44.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | 0.0% | -0.1% |
| 7D | +4.4% | +5.1% | -0.7% | +2.4% |
| 30D | -7.3% | -0.2% | -7.1% | -7.3% |
| 3M | -4.2% | -8.1% | +3.9% | -1.8% |
| 6M | -1.6% | +16.6% | -18.2% | -6.9% |
| YTD | +4.9% | +37.8% | -32.9% | -7.7% |
| 1Y | +3.8% | +46.8% | -43.0% | -11.1% |
| All | +3.8% | +48.2% | -44.4% | -11.1% |
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