-75.7%
STLA vs VT
+75.6%
-151.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.7% | -5.3% |
| 7D | -11.6% | -0.7% | -10.9% | -10.8% |
| 30D | -6.2% | -1.7% | -4.4% | -3.6% |
| 3M | -24.6% | -2.3% | -22.3% | -21.7% |
| 6M | -44.9% | +1.5% | -46.4% | -46.2% |
| YTD | -62.3% | +12.0% | -74.3% | -69.0% |
| 1Y | -61.8% | +12.9% | -74.7% | -69.0% |
| All | -75.7% | +75.6% | -151.3% | -89.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling