+213.9%
STGW price history and return analytics
+357.8%
-143.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.4% |
| 7D | +3.0% | +2.9% | +0.1% | +0.2% |
| 30D | +22.1% | -2.5% | +24.6% | +24.7% |
| 3M | +19.3% | -3.3% | +22.6% | +22.7% |
| 6M | +84.0% | +1.5% | +82.5% | +80.3% |
| YTD | +128.0% | +11.4% | +116.7% | +104.5% |
| 1Y | +116.1% | +11.9% | +104.2% | +93.0% |
| 3Y | +156.3% | +73.9% | +82.4% | +54.4% |
| 5Y | +13.8% | +57.9% | -44.1% | -23.7% |
| 10Y | +139.8% | +222.6% | -82.9% | -2.3% |
| All | +213.9% | +357.8% | -143.9% | +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