-61.1%
STHO price history and return analytics
+86.6%
-147.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | +0.6% |
| 7D | -1.9% | +0.4% | -2.3% | -2.3% |
| 30D | -6.4% | -2.6% | -3.8% | -4.0% |
| 3M | -19.3% | -3.2% | -16.1% | -16.8% |
| 6M | -10.9% | +0.9% | -11.8% | -12.6% |
| YTD | -5.5% | +11.3% | -16.8% | -17.0% |
| 1Y | +7.9% | +14.0% | -6.1% | -7.9% |
| 3Y | -30.3% | +75.8% | -106.1% | -68.0% |
| All | -61.1% | +86.6% | -147.7% | -82.6% |
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 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