+539.9%
STRL vs VEU
+77.0%
+462.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +4.0% |
| 7D | +10.1% | +1.7% | +8.4% | +6.5% |
| 30D | -8.2% | +1.0% | -9.2% | -9.8% |
| 3M | -43.7% | +5.6% | -49.3% | -48.7% |
| 6M | +27.1% | +13.7% | +13.4% | +4.5% |
| YTD | +64.0% | +17.7% | +46.3% | +27.7% |
| 1Y | +75.2% | +25.8% | +49.4% | +24.2% |
| 3Y | +539.9% | +77.1% | +462.8% | +160.2% |
| All | +539.9% | +77.0% | +462.9% | +160.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling