+2,125.4%
STRL vs VEU
+56.2%
+2,069.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -0.2% |
| 7D | +8.2% | +0.3% | +7.9% | +7.7% |
| 30D | -6.3% | +0.7% | -7.0% | -7.1% |
| 3M | -41.2% | +4.7% | -45.9% | -44.3% |
| 6M | +20.4% | +11.6% | +8.7% | +6.9% |
| YTD | +61.7% | +16.8% | +44.9% | +36.2% |
| 1Y | +72.7% | +24.9% | +47.8% | +35.2% |
| 3Y | +530.9% | +75.7% | +455.2% | +237.5% |
| 5Y | +2,125.4% | +56.1% | +2,069.3% | +1,303.3% |
| All | +2,125.4% | +56.2% | +2,069.2% | +1,303.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling