+75.6%
STIM price history and return analytics
+75.0%
+0.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | -2.0% | +0.4% | -2.5% | -3.0% |
| 30D | +22.6% | +1.0% | +21.6% | +20.2% |
| 3M | +97.3% | +2.4% | +94.9% | +89.4% |
| 6M | +116.5% | +12.0% | +104.5% | +74.5% |
| YTD | +108.7% | +15.3% | +93.4% | +61.0% |
| 1Y | -13.0% | +22.6% | -35.6% | -39.7% |
| All | +75.6% | +75.0% | +0.6% | -42.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling