+121.7%
STEP price history and return analytics
+112.4%
+9.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.1% |
| 7D | +10.9% | +2.9% | +8.0% | +6.3% |
| 30D | +12.4% | -2.5% | +14.9% | +17.0% |
| 3M | -0.6% | -3.3% | +2.7% | +4.8% |
| 6M | -13.3% | +1.5% | -14.9% | -14.9% |
| YTD | -23.6% | +11.4% | -35.0% | -34.6% |
| 1Y | -21.6% | +11.9% | -33.5% | -33.3% |
| 3Y | +96.8% | +73.9% | +22.9% | -8.0% |
| 5Y | +2.3% | +57.9% | -55.6% | -46.0% |
| All | +121.7% | +112.4% | +9.2% | -7.8% |
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