+129.6%
STEP price history and return analytics
+111.3%
+18.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.8% |
| 7D | +10.8% | -0.1% | +11.0% | +11.4% |
| 30D | +11.5% | -3.1% | +14.6% | +17.1% |
| 3M | +7.3% | -3.5% | +10.8% | +13.5% |
| 6M | -9.5% | +0.5% | -10.0% | -9.7% |
| YTD | -20.9% | +10.8% | -31.7% | -31.7% |
| 1Y | -17.9% | +11.9% | -29.8% | -30.2% |
| 3Y | +103.8% | +73.0% | +30.9% | -3.9% |
| 5Y | +13.0% | +58.6% | -45.7% | -40.4% |
| All | +129.6% | +111.3% | +18.3% | -3.7% |
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