-29.7%
STGW price history and return analytics
+229.8%
-259.5%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.9% |
| 7D | -1.9% | -1.1% | -0.8% | -0.4% |
| 30D | -8.0% | -1.0% | -7.0% | -6.8% |
| 3M | +31.1% | +3.2% | +27.9% | +24.9% |
| 6M | +38.0% | +12.5% | +25.6% | +15.7% |
| YTD | +75.9% | +14.1% | +61.8% | +44.8% |
| 1Y | +54.4% | +18.9% | +35.5% | +19.4% |
| 3Y | +58.7% | +74.1% | -15.4% | -27.5% |
| 5Y | +4.2% | +66.9% | -62.6% | -48.5% |
| All | -29.7% | +229.8% | -259.5% | -87.8% |
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