+45.0%
STBA price history and return analytics
+15.2%
+29.8%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.3% |
| 7D | +3.3% | -0.3% | +3.6% | +3.4% |
| 30D | +6.0% | -1.4% | +7.4% | +6.3% |
| 3M | -0.3% | -1.4% | +1.1% | +0.1% |
| 6M | +20.9% | +5.5% | +15.4% | +17.9% |
| YTD | +35.8% | +12.8% | +22.9% | +28.2% |
| 1Y | +45.0% | +15.4% | +29.6% | +34.8% |
| All | +45.0% | +15.2% | +29.8% | +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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling