+84.6%
STCE price history and return analytics
+83.7%
+0.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -0.9% |
| 7D | -7.2% | -0.1% | -7.1% | -6.8% |
| 30D | -25.3% | -3.1% | -22.2% | -19.0% |
| 3M | -24.8% | -3.5% | -21.3% | -17.2% |
| 6M | -38.9% | +0.5% | -39.4% | -37.8% |
| YTD | -25.0% | +10.8% | -35.8% | -37.1% |
| 1Y | -46.8% | +11.9% | -58.7% | -56.0% |
| 3Y | +115.5% | +73.0% | +42.5% | -19.3% |
| All | +84.6% | +83.7% | +0.9% | -33.0% |
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