+4.1%
STEP price history and return analytics
+53.2%
-49.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -4.1% | -3.7% | -1.3% |
| 7D | -3.7% | -4.2% | +0.4% | +3.2% |
| 30D | -5.2% | -5.8% | +0.6% | +4.4% |
| 3M | -13.5% | -5.2% | -8.3% | -5.7% |
| 6M | -20.2% | +0.1% | -20.3% | -20.2% |
| YTD | -31.2% | +8.2% | -39.4% | -39.1% |
| 1Y | -29.2% | +10.1% | -39.3% | -39.0% |
| 3Y | +61.0% | +69.7% | -8.7% | -26.9% |
| 5Y | +4.1% | +53.4% | -49.3% | -41.6% |
| All | +4.1% | +53.2% | -49.1% | -41.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling