+148.8%
STHH price history and return analytics
+39.8%
+109.0%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.9% |
| 7D | +12.9% | +2.4% | +10.5% | +7.0% |
| 30D | +1.3% | -1.5% | +2.8% | +5.7% |
| 3M | -8.4% | -4.1% | -4.3% | +2.0% |
| 6M | -19.7% | +0.6% | -20.2% | -17.6% |
| YTD | +96.4% | +11.0% | +85.4% | +66.0% |
| 1Y | +112.9% | +13.3% | +99.6% | +72.5% |
| All | +148.8% | +39.8% | +109.0% | +27.5% |
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