+13.1%
STBF price history and return analytics
+53.2%
-40.1%
-1.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | -0.2% |
| 7D | 0.0% | -0.1% | +0.2% | 0.0% |
| 30D | +0.2% | -0.7% | +0.8% | +0.2% |
| 3M | +0.8% | +4.0% | -3.2% | +0.8% |
| 6M | +1.2% | +12.3% | -11.0% | +1.2% |
| YTD | +2.1% | +14.0% | -11.9% | +2.0% |
| 1Y | +3.7% | +20.3% | -16.6% | +3.7% |
| All | +13.1% | +53.2% | -40.1% | +13.2% |
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