+763.0%
STZ price history and return analytics
+346.0%
+417.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -2.0% |
| 7D | +4.9% | -2.3% | +7.2% | +6.6% |
| 30D | +20.9% | -5.0% | +25.8% | +25.0% |
| 3M | +8.0% | -4.9% | +12.9% | +11.5% |
| 6M | -5.3% | -1.5% | -3.8% | -5.1% |
| YTD | +5.9% | +8.5% | -2.6% | -1.5% |
| 1Y | +14.2% | +11.4% | +2.8% | +4.2% |
| 3Y | -37.0% | +70.1% | -107.0% | -58.3% |
| 5Y | -29.7% | +53.7% | -83.4% | -50.5% |
| 10Y | +5.2% | +220.0% | -214.8% | -56.8% |
| All | +763.0% | +346.0% | +417.0% | +184.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling