+152.5%
STAA price history and return analytics
+221.8%
-69.2%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.1% |
| 7D | +4.7% | +2.4% | +2.3% | +1.6% |
| 30D | +20.8% | -1.5% | +22.3% | +23.1% |
| 3M | +4.2% | -4.1% | +8.3% | +9.4% |
| 6M | -10.2% | +0.6% | -10.8% | -11.9% |
| YTD | +14.3% | +11.0% | +3.3% | -2.2% |
| 1Y | +1.4% | +13.3% | -12.0% | -16.0% |
| 3Y | -22.3% | +73.4% | -95.7% | -63.8% |
| 5Y | -76.7% | +57.4% | -134.2% | -87.2% |
| All | +152.5% | +221.8% | -69.2% | -37.0% |
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