-64.0%
STLA vs VT
+11.9%
-75.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.7% |
| 7D | -13.8% | +2.4% | -16.1% | -16.1% |
| 30D | -10.5% | -1.5% | -9.0% | -8.9% |
| 3M | -28.9% | -4.1% | -24.7% | -25.1% |
| 6M | -49.7% | +0.6% | -50.3% | -49.6% |
| YTD | -64.9% | +11.0% | -76.0% | -69.3% |
| 1Y | -64.0% | +13.3% | -77.4% | -70.2% |
| All | -64.0% | +11.9% | -75.9% | -70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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