+539.5%
STM price history and return analytics
+346.0%
+193.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.2% | +4.1% |
| 7D | -10.7% | -2.3% | -8.4% | -7.3% |
| 30D | -25.7% | -5.0% | -20.8% | -19.4% |
| 3M | -21.6% | -4.9% | -16.7% | -14.7% |
| 6M | -27.8% | -1.5% | -26.3% | -23.4% |
| YTD | +61.8% | +8.5% | +53.3% | +51.0% |
| 1Y | +78.1% | +11.4% | +66.7% | +60.3% |
| 3Y | +4.9% | +70.1% | -65.2% | -45.5% |
| 5Y | -14.3% | +53.7% | -68.0% | -46.3% |
| 10Y | +414.1% | +220.0% | +194.1% | +37.6% |
| All | +539.5% | +346.0% | +193.5% | +23.8% |
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 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