+292.6%
STLD price history and return analytics
+66.2%
+226.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +3.1% | +0.4% | +2.7% | +2.6% |
| 30D | -9.0% | +1.0% | -10.0% | -10.0% |
| 3M | -12.4% | +2.4% | -14.7% | -15.2% |
| 6M | +25.5% | +12.0% | +13.5% | +8.9% |
| YTD | +43.6% | +15.3% | +28.3% | +20.1% |
| 1Y | +87.2% | +22.6% | +64.6% | +45.4% |
| 3Y | +135.2% | +74.7% | +60.6% | +19.8% |
| All | +292.6% | +66.2% | +226.4% | +110.8% |
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