+585.2%
STM price history and return analytics
+355.4%
+229.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | +1.1% |
| 7D | -7.9% | -0.1% | -7.8% | -7.3% |
| 30D | -14.1% | -3.1% | -11.1% | -9.4% |
| 3M | -17.6% | -3.5% | -14.1% | -12.2% |
| 6M | -24.2% | +0.5% | -24.7% | -22.0% |
| YTD | +73.3% | +10.8% | +62.5% | +57.0% |
| 1Y | +90.1% | +11.9% | +78.2% | +70.0% |
| 3Y | +10.3% | +73.0% | -62.6% | -44.0% |
| 5Y | -5.7% | +58.6% | -64.4% | -43.5% |
| 10Y | +444.1% | +219.2% | +224.9% | +45.5% |
| All | +585.2% | +355.4% | +229.7% | +28.8% |
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