+29.1%
STC price history and return analytics
+221.8%
-192.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.2% | +3.2% |
| 7D | -8.9% | +2.4% | -11.2% | -11.0% |
| 30D | -15.8% | -1.5% | -14.3% | -14.8% |
| 3M | -36.2% | -4.1% | -32.1% | -33.8% |
| 6M | -34.5% | +0.6% | -35.1% | -35.6% |
| YTD | -37.5% | +11.0% | -48.6% | -44.4% |
| 1Y | -39.2% | +13.3% | -52.5% | -46.9% |
| 3Y | +6.4% | +73.4% | -67.0% | -39.9% |
| 5Y | -35.1% | +57.4% | -92.5% | -59.5% |
| All | +29.1% | +221.8% | -192.6% | -52.2% |
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