+137.7%
STEP price history and return analytics
+120.0%
+17.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +1.9% | +0.4% | +1.4% | +1.2% |
| 30D | +2.9% | +1.0% | +1.9% | +1.4% |
| 3M | +12.6% | +2.4% | +10.2% | +9.1% |
| 6M | +11.2% | +12.0% | -0.8% | -6.2% |
| YTD | -18.1% | +15.3% | -33.5% | -33.6% |
| 1Y | -14.4% | +22.6% | -37.0% | -36.6% |
| 3Y | +80.1% | +74.7% | +5.4% | -16.9% |
| 5Y | +21.9% | +66.1% | -44.3% | -39.9% |
| All | +137.7% | +120.0% | +17.7% | -6.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling