+673.0%
STZ price history and return analytics
+374.2%
+298.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -1.9% | +0.4% | -2.4% | -2.2% |
| 30D | -1.9% | +1.0% | -2.9% | -2.6% |
| 3M | -6.2% | +2.4% | -8.6% | -8.2% |
| 6M | -14.0% | +12.0% | -26.0% | -21.3% |
| YTD | -5.1% | +15.3% | -20.5% | -15.2% |
| 1Y | -9.6% | +22.6% | -32.1% | -22.8% |
| 3Y | -47.2% | +74.7% | -121.9% | -65.6% |
| 5Y | -33.6% | +66.1% | -99.7% | -55.6% |
| 10Y | -9.8% | +225.0% | -234.8% | -63.2% |
| All | +673.0% | +374.2% | +298.8% | +145.2% |
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 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