+199.4%
STT price history and return analytics
+223.7%
-24.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | -0.2% |
| 7D | +0.9% | +0.4% | +0.6% | +0.5% |
| 30D | -2.3% | -2.6% | +0.3% | +1.1% |
| 3M | -7.5% | -3.2% | -4.2% | -3.4% |
| 6M | +14.9% | +0.9% | +13.9% | +13.1% |
| YTD | +34.9% | +11.3% | +23.6% | +16.5% |
| 1Y | +47.1% | +14.0% | +33.1% | +23.1% |
| 3Y | +179.6% | +75.8% | +103.8% | +30.3% |
| 5Y | +107.1% | +57.8% | +49.3% | +13.6% |
| 10Y | +199.4% | +219.8% | -20.4% | -27.9% |
| All | +199.4% | +223.7% | -24.3% | -27.9% |
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