+7,406.7%
STRL vs VEU
+152.0%
+7,254.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.8% |
| 7D | +10.1% | +1.7% | +8.4% | +7.7% |
| 30D | -8.2% | +1.0% | -9.2% | -9.3% |
| 3M | -43.7% | +5.6% | -49.3% | -46.9% |
| 6M | +27.1% | +13.7% | +13.4% | +11.7% |
| YTD | +64.0% | +17.7% | +46.3% | +38.7% |
| 1Y | +75.2% | +25.8% | +49.4% | +38.0% |
| 3Y | +539.9% | +77.1% | +462.8% | +242.1% |
| 5Y | +2,133.0% | +57.1% | +2,075.8% | +1,272.5% |
| All | +7,406.7% | +152.0% | +7,254.7% | +2,854.2% |
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 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