+68.5%
STRL vs VEU
+28.8%
+39.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.5% | +5.2% | +4.3% |
| 7D | +3.4% | +1.1% | +2.2% | +0.3% |
| 30D | -9.2% | +2.2% | -11.4% | -14.1% |
| 3M | -51.0% | +3.0% | -54.0% | -54.0% |
| 6M | +15.8% | +10.9% | +4.9% | -6.9% |
| YTD | +58.9% | +18.2% | +40.7% | +4.0% |
| 1Y | +68.5% | +28.3% | +40.2% | -8.2% |
| All | +68.5% | +28.8% | +39.7% | -8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling