-85.5%
STEM price history and return analytics
+10.5%
-96.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.6% | +0.2% | +15.4% | +14.7% |
| 7D | +13.5% | -2.3% | +15.8% | +28.9% |
| 30D | -43.6% | -5.0% | -38.7% | -29.3% |
| 3M | -56.2% | -4.9% | -51.3% | -45.0% |
| 6M | -76.9% | -1.5% | -75.4% | -73.1% |
| YTD | -83.3% | +8.5% | -91.7% | -86.1% |
| 1Y | -85.5% | +11.4% | -96.8% | -89.0% |
| All | -85.5% | +10.5% | -96.0% | -89.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling