+782.2%
STLD price history and return analytics
+223.7%
+558.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | -1.3% |
| 7D | -9.7% | +0.4% | -10.0% | -10.1% |
| 30D | -4.5% | -2.6% | -1.9% | -1.2% |
| 3M | -13.1% | -3.2% | -9.9% | -9.2% |
| 6M | -2.8% | +0.9% | -3.7% | -4.4% |
| YTD | +35.3% | +11.3% | +24.0% | +16.8% |
| 1Y | +51.4% | +14.0% | +37.4% | +26.5% |
| 3Y | +117.9% | +75.8% | +42.1% | +2.4% |
| 5Y | +272.6% | +57.8% | +214.8% | +104.8% |
| 10Y | +782.2% | +219.8% | +562.4% | +96.9% |
| All | +782.2% | +223.7% | +558.5% | +96.9% |
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