-14.7%
STIM price history and return analytics
+10.5%
-25.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.5% | +0.2% | -11.8% | -12.0% |
| 7D | -4.4% | -2.3% | -2.1% | +1.6% |
| 30D | -0.9% | -5.0% | +4.0% | +11.6% |
| 3M | -4.4% | -4.9% | +0.4% | +7.2% |
| 6M | +12.6% | -1.5% | +14.1% | +18.7% |
| YTD | +55.8% | +8.5% | +47.3% | +28.1% |
| 1Y | -14.7% | +11.4% | -26.1% | -37.4% |
| All | -14.7% | +10.5% | -25.2% | -37.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling