+168.9%
STLA vs VEU
+246.2%
-77.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -4.6% |
| 7D | -11.6% | -0.5% | -11.1% | -11.2% |
| 30D | -6.2% | -1.0% | -5.2% | -5.0% |
| 3M | -24.6% | -3.6% | -21.0% | -21.2% |
| 6M | -44.9% | -1.2% | -43.7% | -44.2% |
| YTD | -62.3% | +12.0% | -74.2% | -67.4% |
| 1Y | -61.8% | +13.9% | -75.7% | -67.6% |
| 3Y | -75.3% | +71.3% | -146.6% | -86.6% |
| 5Y | -72.5% | +50.3% | -122.8% | -82.1% |
| 10Y | +0.8% | +150.3% | -149.6% | -56.6% |
| All | +168.9% | +246.2% | -77.3% | +14.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling