+657.6%
STM price history and return analytics
+221.4%
+436.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.4% |
| 7D | +5.2% | +1.0% | +4.2% | +3.3% |
| 30D | -7.4% | -0.2% | -7.1% | -6.9% |
| 3M | -30.6% | +4.5% | -35.2% | -34.6% |
| 6M | +66.4% | +14.1% | +52.3% | +37.0% |
| YTD | +101.1% | +14.8% | +86.4% | +64.8% |
| 1Y | +97.4% | +21.2% | +76.2% | +47.7% |
| 3Y | +21.1% | +76.6% | -55.4% | -49.9% |
| 5Y | +22.5% | +66.6% | -44.1% | -41.7% |
| 10Y | +657.6% | +222.3% | +435.3% | +41.9% |
| All | +657.6% | +221.4% | +436.2% | +41.9% |
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