-65.6%
STLA vs VEU
+77.0%
-142.6%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.5% |
| 7D | +0.7% | +1.7% | -0.9% | -1.6% |
| 30D | -2.4% | +1.0% | -3.3% | -3.7% |
| 3M | -23.9% | +5.6% | -29.5% | -29.9% |
| 6M | -24.6% | +13.7% | -38.3% | -38.2% |
| YTD | -50.5% | +17.7% | -68.2% | -62.6% |
| 1Y | -39.8% | +25.8% | -65.6% | -59.3% |
| 3Y | -65.6% | +77.1% | -142.7% | -85.8% |
| All | -65.6% | +77.0% | -142.6% | -85.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling