-72.1%
STUB price history and return analytics
+12.7%
-84.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.5% | -2.5% |
| 7D | +6.2% | -2.3% | +8.5% | +9.6% |
| 30D | +2.3% | -5.0% | +7.3% | +9.3% |
| 3M | -30.9% | -4.9% | -26.0% | -26.1% |
| 6M | -19.2% | -1.5% | -17.7% | -17.9% |
| YTD | -54.6% | +8.5% | -63.1% | -60.7% |
| 1Y | -66.3% | +11.4% | -77.7% | -72.8% |
| All | -72.1% | +12.7% | -84.8% | -77.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling