-52.6%
STLA vs VIG
+19.5%
-72.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.1% | +1.7% | +0.9% |
| 7D | -0.6% | +2.7% | -3.4% | -4.1% |
| 30D | +3.6% | +7.0% | -3.4% | -4.9% |
| 3M | -20.6% | +4.0% | -24.7% | -24.6% |
| 6M | -34.3% | +12.3% | -46.6% | -42.2% |
| YTD | -57.3% | +16.4% | -73.7% | -65.5% |
| 1Y | -52.6% | +19.2% | -71.9% | -64.7% |
| All | -52.6% | +19.5% | -72.2% | -64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling