+122.3%
STLD price history and return analytics
+74.0%
+48.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -3.0% | -2.9% |
| 7D | +2.9% | +2.4% | +0.6% | +0.1% |
| 30D | -5.6% | -1.5% | -4.1% | -3.7% |
| 3M | -11.7% | -4.1% | -7.6% | -7.1% |
| 6M | -2.8% | +0.6% | -3.3% | -3.8% |
| YTD | +36.4% | +11.0% | +25.4% | +19.0% |
| 1Y | +50.0% | +13.3% | +36.7% | +27.3% |
| 3Y | +122.3% | +73.4% | +48.9% | +18.6% |
| All | +122.3% | +74.0% | +48.3% | +18.6% |
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