+87.2%
STLD vs VO
+15.8%
+71.4%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.3% |
| 7D | +3.1% | -0.3% | +3.4% | +3.5% |
| 30D | -9.0% | -0.3% | -8.6% | -8.5% |
| 3M | -12.4% | +2.9% | -15.3% | -15.6% |
| 6M | +25.5% | +9.3% | +16.2% | +11.0% |
| YTD | +43.6% | +14.2% | +29.4% | +20.0% |
| 1Y | +87.2% | +15.3% | +71.9% | +55.4% |
| All | +87.2% | +15.8% | +71.4% | +55.4% |
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