-32.4%
STRA vs VT
+74.4%
-106.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.4% |
| 7D | -26.3% | -0.1% | -26.1% | -25.6% |
| 30D | -33.7% | -3.1% | -30.7% | -32.2% |
| 3M | -32.5% | -3.5% | -29.0% | -30.8% |
| 6M | -30.9% | +0.5% | -31.4% | -31.0% |
| YTD | -30.4% | +10.8% | -41.2% | -35.2% |
| 1Y | -28.3% | +11.9% | -40.2% | -33.8% |
| 3Y | -32.4% | +73.0% | -105.4% | -57.0% |
| All | -32.4% | +74.4% | -106.9% | -57.0% |
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