+262.0%
STT price history and return analytics
+221.4%
+40.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.6% |
| 7D | +2.2% | +1.0% | +1.2% | +0.9% |
| 30D | +3.9% | -0.2% | +4.1% | +4.2% |
| 3M | +19.2% | +4.5% | +14.6% | +12.2% |
| 6M | +60.4% | +14.1% | +46.3% | +34.0% |
| YTD | +51.5% | +14.8% | +36.7% | +25.7% |
| 1Y | +76.3% | +21.2% | +55.1% | +36.3% |
| 3Y | +200.7% | +76.6% | +124.2% | +39.8% |
| 5Y | +157.5% | +66.6% | +90.9% | +31.7% |
| 10Y | +262.0% | +222.3% | +39.7% | -16.8% |
| All | +262.0% | +221.4% | +40.5% | -16.8% |
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 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