-75.9%
STUB price history and return analytics
+15.3%
-91.2%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.5% |
| 7D | -13.5% | +2.4% | -15.9% | -16.1% |
| 30D | -4.8% | -1.5% | -3.3% | -3.1% |
| 3M | -30.9% | -4.1% | -26.7% | -26.8% |
| 6M | -29.4% | +0.6% | -29.9% | -30.2% |
| YTD | -60.8% | +11.0% | -71.8% | -67.1% |
| 1Y | -71.8% | +13.3% | -85.1% | -77.7% |
| All | -75.9% | +15.3% | -91.2% | -81.2% |
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