+48.7%
STLA vs VEU
+150.1%
-101.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -0.7% |
| 7D | +0.4% | +0.3% | +0.1% | 0.0% |
| 30D | -5.2% | +0.7% | -5.9% | -6.0% |
| 3M | -24.9% | +4.7% | -29.5% | -30.1% |
| 6M | -25.2% | +11.6% | -36.8% | -37.1% |
| YTD | -51.4% | +16.8% | -68.2% | -62.5% |
| 1Y | -40.7% | +24.9% | -65.6% | -58.4% |
| 3Y | -66.3% | +75.7% | -142.0% | -85.6% |
| 5Y | -63.2% | +56.1% | -119.4% | -80.6% |
| 10Y | +48.7% | +153.6% | -104.9% | -60.2% |
| All | +48.7% | +150.1% | -101.3% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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