+127.9%
STBA price history and return analytics
+223.7%
-95.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -1.3% |
| 7D | -1.2% | +0.4% | -1.6% | -1.7% |
| 30D | +6.9% | -2.6% | +9.5% | +9.4% |
| 3M | +1.7% | -3.2% | +5.0% | +4.6% |
| 6M | +17.2% | +0.9% | +16.3% | +15.1% |
| YTD | +33.7% | +11.3% | +22.4% | +18.7% |
| 1Y | +38.9% | +14.0% | +24.9% | +20.2% |
| 3Y | +111.5% | +75.8% | +35.7% | +19.0% |
| 5Y | +90.5% | +57.8% | +32.7% | +19.1% |
| 10Y | +127.9% | +219.8% | -91.9% | -28.6% |
| All | +127.9% | +223.7% | -95.7% | -28.6% |
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