+33.2%
STC price history and return analytics
+217.6%
-184.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.0% |
| 7D | +0.1% | -0.1% | +0.3% | -0.1% |
| 30D | -11.6% | -3.1% | -8.6% | -9.2% |
| 3M | -31.2% | -3.5% | -27.7% | -29.1% |
| 6M | -34.7% | +0.5% | -35.1% | -35.7% |
| YTD | -34.6% | +10.8% | -45.4% | -41.7% |
| 1Y | -35.6% | +11.9% | -47.5% | -43.2% |
| 3Y | +9.6% | +73.0% | -63.4% | -37.9% |
| 5Y | -30.7% | +58.6% | -89.3% | -57.1% |
| 10Y | +33.2% | +219.2% | -186.0% | -51.6% |
| All | +33.2% | +217.6% | -184.4% | -51.6% |
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