+129.3%
STEP price history and return analytics
+112.3%
+17.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.6% | +0.9% | -0.4% |
| 7D | +9.6% | +0.4% | +9.2% | +9.3% |
| 30D | +11.4% | -2.6% | +14.0% | +16.1% |
| 3M | +6.5% | -3.2% | +9.8% | +12.2% |
| 6M | -9.6% | +0.9% | -10.5% | -10.4% |
| YTD | -21.0% | +11.3% | -32.3% | -32.3% |
| 1Y | -16.7% | +14.0% | -30.7% | -31.1% |
| 3Y | +102.7% | +75.8% | +26.8% | -6.7% |
| 5Y | +14.1% | +57.8% | -43.7% | -39.7% |
| All | +129.3% | +112.3% | +17.0% | -4.5% |
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