+47.8%
STLA vs RVTY
+140.1%
-92.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.6% | -1.8% |
| 7D | +0.7% | +0.4% | +0.4% | +0.5% |
| 30D | -2.4% | +10.8% | -13.2% | -7.5% |
| 3M | -23.9% | +26.8% | -50.6% | -33.5% |
| 6M | -24.6% | +39.3% | -63.9% | -37.9% |
| YTD | -50.5% | +31.6% | -82.1% | -58.6% |
| 1Y | -39.8% | +47.7% | -87.5% | -52.7% |
| 3Y | -65.6% | +19.9% | -85.5% | -70.8% |
| 5Y | -62.1% | -32.3% | -29.7% | -57.2% |
| 10Y | +47.8% | +138.4% | -90.7% | -36.7% |
| All | +47.8% | +140.1% | -92.3% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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