-94.9%
STIM price history and return analytics
+153.6%
-248.4%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -0.6% | -11.1% | -10.8% |
| 7D | -41.2% | +2.9% | -44.0% | -43.8% |
| 30D | -28.1% | -2.5% | -25.6% | -25.0% |
| 3M | -55.5% | -3.3% | -52.1% | -53.0% |
| 6M | +12.6% | +1.5% | +11.1% | +11.6% |
| YTD | +3.6% | +11.4% | -7.7% | -9.6% |
| 1Y | -33.8% | +11.9% | -45.7% | -42.2% |
| 3Y | +12.6% | +73.9% | -61.3% | -45.1% |
| 5Y | -72.1% | +57.9% | -130.0% | -84.2% |
| All | -94.9% | +153.6% | -248.4% | -98.2% |
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