+35.1%
STIP price history and return analytics
+214.8%
-179.7%
-5.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.1% | +4.2% | +0.3% |
| 7D | -0.5% | -4.2% | +3.7% | -0.4% |
| 30D | +0.5% | -5.8% | +6.3% | +0.7% |
| 3M | -0.1% | -5.2% | +5.1% | 0.0% |
| 6M | -0.2% | +0.1% | -0.3% | -0.2% |
| YTD | +1.7% | +8.2% | -6.6% | +1.4% |
| 1Y | +2.0% | +10.1% | -8.1% | +1.7% |
| 3Y | +14.6% | +69.7% | -55.0% | +12.5% |
| 5Y | +15.0% | +53.4% | -38.3% | +13.0% |
| All | +35.1% | +214.8% | -179.7% | +30.0% |
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