+3,877.1%
STRL vs VEU
+149.7%
+3,727.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.9% | +4.0% | +3.6% |
| 7D | +7.1% | -0.5% | +7.6% | +8.9% |
| 30D | -39.4% | -1.0% | -38.4% | -38.1% |
| 3M | -43.0% | -3.6% | -39.4% | -39.4% |
| 6M | -65.0% | -1.2% | -63.8% | -63.4% |
| YTD | -0.8% | +12.0% | -12.8% | -9.5% |
| 1Y | -20.3% | +13.9% | -34.2% | -28.4% |
| 3Y | +356.5% | +71.3% | +285.2% | +156.0% |
| 5Y | +952.8% | +50.3% | +902.5% | +590.4% |
| 10Y | +3,877.1% | +150.3% | +3,726.8% | +1,415.7% |
| All | +3,877.1% | +149.7% | +3,727.4% | +1,415.7% |
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