+105.4%
STBA price history and return analytics
+222.7%
-117.3%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.1% |
| 7D | +0.6% | +2.9% | -2.3% | -2.1% |
| 30D | +6.4% | -2.5% | +9.0% | +8.8% |
| 3M | +0.2% | -3.3% | +3.5% | +3.1% |
| 6M | +18.1% | +1.5% | +16.6% | +15.2% |
| YTD | +33.3% | +11.4% | +21.9% | +18.2% |
| 1Y | +35.4% | +11.9% | +23.5% | +19.4% |
| 3Y | +110.4% | +73.9% | +36.5% | +19.6% |
| 5Y | +89.3% | +57.9% | +31.4% | +18.2% |
| All | +105.4% | +222.7% | -117.3% | -41.8% |
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 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