+3,877.5%
STRL vs VEU
+144.2%
+3,733.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | +0.6% |
| 7D | -19.8% | +0.5% | -20.3% | -20.3% |
| 30D | -43.6% | -2.3% | -41.3% | -41.4% |
| 3M | -45.2% | -4.4% | -40.8% | -41.2% |
| 6M | -65.7% | -2.2% | -63.6% | -63.7% |
| YTD | -5.4% | +10.9% | -16.4% | -12.6% |
| 1Y | -24.7% | +13.4% | -38.1% | -31.9% |
| 3Y | +335.0% | +69.7% | +265.3% | +147.3% |
| 5Y | +915.3% | +50.0% | +865.3% | +568.9% |
| 10Y | +3,877.5% | +145.8% | +3,731.7% | +1,530.6% |
| All | +3,877.5% | +144.2% | +3,733.3% | +1,530.6% |
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