+141.9%
STGW price history and return analytics
+74.5%
+67.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.2% |
| 7D | +3.0% | +2.9% | +0.1% | -0.5% |
| 30D | +22.1% | -2.5% | +24.6% | +25.5% |
| 3M | +19.3% | -3.3% | +22.6% | +23.7% |
| 6M | +84.0% | +1.5% | +82.5% | +78.5% |
| YTD | +128.0% | +11.4% | +116.7% | +94.5% |
| 1Y | +116.1% | +11.9% | +104.2% | +83.1% |
| All | +141.9% | +74.5% | +67.3% | -16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling