-98.7%
STEM price history and return analytics
+105.8%
-204.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.6% | +0.2% | +15.4% | +15.0% |
| 7D | +13.5% | -2.3% | +15.8% | +24.3% |
| 30D | -43.6% | -5.0% | -38.7% | -33.4% |
| 3M | -56.2% | -4.9% | -51.3% | -48.2% |
| 6M | -76.9% | -1.5% | -75.4% | -74.1% |
| YTD | -83.3% | +8.5% | -91.7% | -84.8% |
| 1Y | -85.5% | +11.4% | -96.8% | -87.5% |
| 3Y | -96.3% | +70.1% | -166.4% | -98.8% |
| 5Y | -99.5% | +53.7% | -153.2% | -99.8% |
| All | -98.7% | +105.8% | -204.5% | -99.6% |
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