+115.9%
STBA price history and return analytics
+217.6%
-101.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.5% |
| 7D | +0.3% | -0.1% | +0.4% | +0.3% |
| 30D | +7.0% | -3.1% | +10.1% | +10.0% |
| 3M | +2.0% | -3.5% | +5.5% | +5.1% |
| 6M | +17.3% | +0.5% | +16.8% | +15.7% |
| YTD | +33.8% | +10.8% | +23.0% | +19.3% |
| 1Y | +37.5% | +11.9% | +25.6% | +21.3% |
| 3Y | +111.3% | +73.0% | +38.3% | +20.8% |
| 5Y | +89.8% | +58.6% | +31.2% | +17.9% |
| 10Y | +115.9% | +219.2% | -103.3% | -34.2% |
| All | +115.9% | +217.6% | -101.8% | -34.2% |
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