+1,122.7%
STLD vs VEU
+150.1%
+972.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +0.9% | +1.1% |
| 7D | -2.8% | +0.3% | -3.1% | -3.2% |
| 30D | -10.4% | +0.7% | -11.1% | -11.2% |
| 3M | -10.6% | +4.7% | -15.3% | -16.1% |
| 6M | +32.7% | +11.6% | +21.1% | +14.5% |
| YTD | +42.8% | +16.8% | +26.0% | +16.0% |
| 1Y | +86.9% | +24.9% | +62.1% | +39.5% |
| 3Y | +143.8% | +75.7% | +68.1% | +15.9% |
| 5Y | +293.5% | +56.1% | +237.4% | +121.5% |
| 10Y | +1,122.7% | +153.6% | +969.0% | +300.7% |
| All | +1,122.7% | +150.1% | +972.6% | +300.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling