+238.2%
STE price history and return analytics
+222.7%
+15.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.0% |
| 7D | -6.3% | -0.1% | -6.2% | -6.2% |
| 30D | -9.7% | -0.7% | -9.0% | -9.2% |
| 3M | +1.3% | +4.0% | -2.7% | -2.4% |
| 6M | -5.0% | +12.3% | -17.3% | -14.5% |
| YTD | -14.4% | +14.0% | -28.5% | -24.0% |
| 1Y | -12.7% | +20.3% | -33.0% | -26.1% |
| 3Y | -0.7% | +75.4% | -76.1% | -40.5% |
| 5Y | +5.7% | +66.0% | -60.3% | -33.6% |
| 10Y | +238.2% | +228.2% | +10.0% | +8.4% |
| All | +238.2% | +222.7% | +15.5% | +8.4% |
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