-98.2%
STEX price history and return analytics
+222.7%
-320.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.3% | -3.2% |
| 7D | -6.5% | -0.1% | -6.3% | -6.4% |
| 30D | -14.3% | -0.7% | -13.6% | -13.4% |
| 3M | -31.0% | +4.0% | -35.0% | -33.4% |
| 6M | -67.9% | +12.3% | -80.2% | -71.5% |
| YTD | -77.6% | +14.0% | -91.6% | -80.4% |
| 1Y | -83.5% | +20.3% | -103.8% | -86.2% |
| 3Y | -85.7% | +75.4% | -161.1% | -92.0% |
| 5Y | -97.7% | +66.0% | -163.7% | -98.6% |
| 10Y | -98.2% | +228.2% | -326.4% | -99.4% |
| All | -98.2% | +222.7% | -320.9% | -99.4% |
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