-69.8%
STIM price history and return analytics
+57.0%
-126.9%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.3% |
| 7D | -35.3% | +2.4% | -37.7% | -38.0% |
| 30D | -26.3% | -1.5% | -24.8% | -24.1% |
| 3M | -54.1% | -4.1% | -50.0% | -50.6% |
| 6M | -7.9% | +0.6% | -8.5% | -7.7% |
| YTD | +0.7% | +11.0% | -10.3% | -13.1% |
| 1Y | -31.9% | +13.3% | -45.2% | -42.7% |
| 3Y | +11.2% | +73.4% | -62.2% | -48.9% |
| All | -69.8% | +57.0% | -126.9% | -82.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling