+202.1%
STBA price history and return analytics
+345.0%
-142.9%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.6% | +1.5% |
| 7D | -0.4% | -4.2% | +3.8% | +3.8% |
| 30D | +4.3% | -5.8% | +10.1% | +10.3% |
| 3M | -2.5% | -5.2% | +2.7% | +2.3% |
| 6M | +15.5% | +0.1% | +15.3% | +14.1% |
| YTD | +32.5% | +8.2% | +24.2% | +20.7% |
| 1Y | +38.6% | +10.1% | +28.5% | +24.1% |
| 3Y | +98.8% | +69.7% | +29.1% | +15.8% |
| 5Y | +89.3% | +53.4% | +36.0% | +20.4% |
| 10Y | +139.8% | +219.2% | -79.4% | -26.3% |
| All | +202.1% | +345.0% | -142.9% | -24.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling