-98.9%
STEX price history and return analytics
+223.7%
-322.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.6% | +5.8% | +5.4% |
| 7D | -1.4% | +0.4% | -1.8% | -1.6% |
| 30D | -25.1% | -2.6% | -22.5% | -22.4% |
| 3M | -53.8% | -3.2% | -50.6% | -51.6% |
| 6M | -60.3% | +0.9% | -61.2% | -60.1% |
| YTD | -87.9% | +11.3% | -99.2% | -89.0% |
| 1Y | -91.8% | +14.0% | -105.8% | -92.8% |
| 3Y | -89.3% | +75.8% | -165.2% | -94.0% |
| 5Y | -98.9% | +57.8% | -156.7% | -99.3% |
| 10Y | -98.9% | +219.8% | -318.7% | -99.6% |
| All | -98.9% | +223.7% | -322.6% | -99.6% |
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 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