+132.7%
STBA price history and return analytics
+215.5%
-82.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.4% |
| 7D | +0.5% | -2.3% | +2.8% | +2.6% |
| 30D | +5.0% | -5.0% | +9.9% | +9.9% |
| 3M | -1.0% | -4.9% | +3.9% | +3.5% |
| 6M | +15.8% | -1.5% | +17.4% | +16.4% |
| YTD | +32.2% | +8.5% | +23.7% | +20.2% |
| 1Y | +38.2% | +11.4% | +26.9% | +22.4% |
| 3Y | +99.7% | +70.1% | +29.6% | +16.1% |
| 5Y | +88.9% | +53.7% | +35.2% | +21.1% |
| All | +132.7% | +215.5% | -82.8% | -24.2% |
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