-84.9%
STAA price history and return analytics
+65.7%
-150.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.3% |
| 7D | +2.2% | -0.1% | +2.3% | +2.4% |
| 30D | -6.0% | -0.7% | -5.3% | -5.1% |
| 3M | -20.9% | +4.0% | -24.9% | -25.8% |
| 6M | +28.9% | +12.3% | +16.6% | +6.5% |
| YTD | +2.3% | +14.0% | -11.7% | -17.8% |
| 1Y | -14.7% | +20.3% | -35.0% | -37.8% |
| 3Y | -46.1% | +75.4% | -121.6% | -80.1% |
| 5Y | -84.9% | +66.0% | -150.8% | -93.0% |
| All | -84.9% | +65.7% | -150.5% | -93.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling