+143.6%
STAA price history and return analytics
+217.6%
-74.1%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.2% |
| 7D | -5.2% | -0.1% | -5.0% | -5.2% |
| 30D | +10.2% | -3.1% | +13.2% | +14.3% |
| 3M | -5.0% | -3.5% | -1.5% | -1.2% |
| 6M | -10.6% | +0.5% | -11.0% | -12.2% |
| YTD | +3.4% | +10.8% | -7.4% | -11.4% |
| 1Y | -12.9% | +11.9% | -24.8% | -26.7% |
| 3Y | -28.7% | +73.0% | -101.7% | -66.7% |
| 5Y | -78.7% | +58.6% | -137.3% | -88.4% |
| 10Y | +143.6% | +219.2% | -75.6% | -32.3% |
| All | +143.6% | +217.6% | -74.1% | -32.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling