+422.5%
STM price history and return analytics
+223.7%
+198.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.6% | +4.2% | +2.1% |
| 7D | -5.6% | +0.4% | -5.9% | -5.8% |
| 30D | -14.4% | -2.6% | -11.8% | -9.5% |
| 3M | -20.5% | -3.2% | -17.2% | -14.6% |
| 6M | -24.5% | +0.9% | -25.5% | -22.7% |
| YTD | +72.7% | +11.3% | +61.4% | +51.1% |
| 1Y | +91.0% | +14.0% | +77.0% | +60.5% |
| 3Y | +13.5% | +75.8% | -62.3% | -52.2% |
| 5Y | -9.2% | +57.8% | -67.0% | -52.2% |
| 10Y | +422.5% | +219.8% | +202.7% | -3.2% |
| All | +422.5% | +223.7% | +198.8% | -3.2% |
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