+144.9%
STAG price history and return analytics
+229.8%
-84.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -0.1% |
| 7D | -1.4% | -1.1% | -0.3% | -0.4% |
| 30D | +0.5% | -1.0% | +1.5% | +1.5% |
| 3M | -1.3% | +3.2% | -4.4% | -4.5% |
| 6M | -1.0% | +12.5% | -13.5% | -12.6% |
| YTD | +3.2% | +14.1% | -10.9% | -10.3% |
| 1Y | +5.5% | +18.9% | -13.4% | -12.2% |
| 3Y | +13.8% | +74.1% | -60.3% | -36.3% |
| 5Y | +8.9% | +66.9% | -58.0% | -36.6% |
| All | +144.9% | +229.8% | -84.9% | -29.9% |
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