+184.5%
STCE price history and return analytics
+91.2%
+93.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +7.6% | +0.4% | +7.2% | +6.7% |
| 30D | +9.4% | +1.0% | +8.5% | +7.4% |
| 3M | -12.0% | +2.4% | -14.4% | -15.4% |
| 6M | +16.1% | +12.0% | +4.1% | -7.5% |
| YTD | +15.6% | +15.3% | +0.2% | -12.6% |
| 1Y | +22.2% | +22.6% | -0.3% | -17.5% |
| 3Y | +223.6% | +74.7% | +148.9% | +16.0% |
| All | +184.5% | +91.2% | +93.3% | -7.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling