-60.8%
STHO price history and return analytics
+86.6%
-147.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.5% |
| 7D | +3.7% | +2.9% | +0.8% | +0.8% |
| 30D | -4.2% | -2.5% | -1.6% | -1.8% |
| 3M | -19.0% | -3.3% | -15.7% | -16.4% |
| 6M | -9.5% | +1.5% | -11.0% | -11.8% |
| YTD | -4.6% | +11.4% | -16.0% | -16.3% |
| 1Y | +1.0% | +11.9% | -10.9% | -11.9% |
| 3Y | -30.4% | +73.9% | -104.3% | -67.6% |
| All | -60.8% | +86.6% | -147.4% | -82.4% |
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