+102.2%
STEP price history and return analytics
+74.0%
+28.2%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.4% |
| 7D | +1.0% | +2.4% | -1.4% | -2.9% |
| 30D | +15.9% | -1.5% | +17.4% | +19.1% |
| 3M | -7.2% | -4.1% | -3.1% | -0.2% |
| 6M | -10.0% | +0.6% | -10.5% | -10.5% |
| YTD | -23.0% | +11.0% | -34.0% | -35.4% |
| 1Y | -20.2% | +13.3% | -33.5% | -35.5% |
| 3Y | +102.2% | +73.4% | +28.8% | -25.6% |
| All | +102.2% | +74.0% | +28.2% | -25.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling