+461.8%
STM price history and return analytics
+222.7%
+239.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.5% |
| 7D | +16.3% | +2.9% | +13.4% | +10.6% |
| 30D | -6.3% | -2.5% | -3.8% | -1.0% |
| 3M | -14.1% | -3.3% | -10.8% | -7.6% |
| 6M | -19.6% | +1.5% | -21.1% | -18.4% |
| YTD | +80.1% | +11.4% | +68.8% | +57.5% |
| 1Y | +95.4% | +11.9% | +83.4% | +69.6% |
| 3Y | +14.7% | +73.9% | -59.2% | -50.8% |
| 5Y | -5.4% | +57.9% | -63.3% | -50.2% |
| All | +461.8% | +222.7% | +239.1% | +4.6% |
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 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