-12.0%
STZ price history and return analytics
+222.7%
-234.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.9% |
| 7D | -6.0% | -0.1% | -5.9% | -5.9% |
| 30D | -8.9% | -0.7% | -8.2% | -8.4% |
| 3M | -12.6% | +4.0% | -16.5% | -15.3% |
| 6M | -17.2% | +12.3% | -29.5% | -24.6% |
| YTD | -10.0% | +14.0% | -24.1% | -19.2% |
| 1Y | -14.3% | +20.3% | -34.6% | -26.3% |
| 3Y | -49.9% | +75.4% | -125.4% | -68.3% |
| 5Y | -38.2% | +66.0% | -104.2% | -59.6% |
| 10Y | -12.0% | +228.2% | -240.2% | -69.6% |
| All | -12.0% | +222.7% | -234.7% | -69.6% |
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 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