-36.9%
STC price history and return analytics
+58.5%
-95.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.6% | -5.1% | -5.2% |
| 7D | -15.0% | +2.9% | -17.9% | -17.1% |
| 30D | -18.3% | -2.5% | -15.8% | -16.7% |
| 3M | -36.0% | -3.3% | -32.7% | -34.4% |
| 6M | -36.7% | +1.5% | -38.2% | -38.1% |
| YTD | -39.3% | +11.4% | -50.7% | -45.5% |
| 1Y | -40.6% | +11.9% | -52.5% | -46.9% |
| 3Y | +1.8% | +73.9% | -72.1% | -40.2% |
| 5Y | -36.9% | +57.9% | -94.8% | -59.9% |
| All | -36.9% | +58.5% | -95.5% | -59.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling