+8.0%
STAG price history and return analytics
+57.5%
-49.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.2% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | +3.8% | -3.1% | +6.8% | +6.4% |
| 3M | +2.7% | -3.5% | +6.2% | +5.6% |
| 6M | -2.1% | +0.5% | -2.5% | -3.1% |
| YTD | +4.9% | +10.8% | -5.9% | -5.3% |
| 1Y | -0.3% | +11.9% | -12.2% | -10.9% |
| 3Y | +21.8% | +73.0% | -51.2% | -28.9% |
| 5Y | +8.0% | +58.6% | -50.6% | -34.8% |
| All | +8.0% | +57.5% | -49.5% | -34.8% |
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