+783.6%
STLD price history and return analytics
+345.0%
+438.6%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -4.1% | -3.5% | -1.5% |
| 7D | -12.5% | -4.2% | -8.3% | -6.7% |
| 30D | -6.8% | -5.8% | -1.0% | +1.9% |
| 3M | -16.4% | -5.2% | -11.1% | -9.4% |
| 6M | -6.1% | +0.1% | -6.2% | -6.9% |
| YTD | +32.0% | +8.2% | +23.7% | +16.3% |
| 1Y | +45.5% | +10.1% | +35.4% | +24.9% |
| 3Y | +106.5% | +69.7% | +36.8% | -7.8% |
| 5Y | +267.2% | +53.4% | +213.8% | +91.2% |
| 10Y | +878.9% | +219.2% | +659.7% | +66.4% |
| All | +783.6% | +345.0% | +438.6% | -3.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling