-44.9%
STLA vs VIG
+11.4%
-56.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -4.8% |
| 7D | -11.6% | -0.3% | -11.3% | -10.6% |
| 30D | -6.2% | +4.9% | -11.1% | -14.6% |
| 3M | -24.6% | +2.9% | -27.5% | -28.9% |
| 6M | -44.9% | +11.2% | -56.1% | -57.0% |
| All | -44.9% | +11.4% | -56.3% | -57.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling