-67.3%
STTK price history and return analytics
+114.5%
-181.8%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -1.8% |
| 7D | -8.4% | -0.1% | -8.3% | -8.2% |
| 30D | -11.3% | -0.7% | -10.7% | -10.5% |
| 3M | +48.2% | +4.0% | +44.2% | +40.9% |
| 6M | +5.1% | +12.3% | -7.1% | -9.8% |
| YTD | +73.4% | +14.0% | +59.4% | +45.1% |
| 1Y | +214.9% | +20.3% | +194.6% | +148.3% |
| 3Y | +186.4% | +75.4% | +111.0% | +47.8% |
| 5Y | -69.8% | +66.0% | -135.7% | -83.6% |
| All | -67.3% | +114.5% | -181.8% | -78.5% |
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