-52.6%
STLA vs VO
+16.3%
-68.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +2.7% |
| 7D | -0.6% | +1.0% | -1.6% | -1.8% |
| 30D | +3.6% | +2.6% | +0.9% | +0.4% |
| 3M | -20.6% | -0.3% | -20.4% | -20.5% |
| 6M | -34.3% | +7.6% | -41.9% | -39.1% |
| YTD | -57.3% | +14.7% | -72.0% | -63.3% |
| 1Y | -52.6% | +16.4% | -69.1% | -60.9% |
| All | -52.6% | +16.3% | -68.9% | -60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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