+2,507.1%
STRL vs VEU
+192.1%
+2,315.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.5% | +5.2% | +5.2% |
| 7D | +3.4% | +1.1% | +2.2% | +2.2% |
| 30D | -9.2% | +2.2% | -11.4% | -11.1% |
| 3M | -51.0% | +3.0% | -54.0% | -51.8% |
| 6M | +15.8% | +10.9% | +4.9% | +7.9% |
| YTD | +58.9% | +18.2% | +40.7% | +39.6% |
| 1Y | +68.5% | +28.3% | +40.2% | +37.9% |
| 3Y | +485.2% | +74.6% | +410.6% | +264.3% |
| 5Y | +2,005.1% | +56.4% | +1,948.7% | +1,355.8% |
| 10Y | +7,118.0% | +153.0% | +6,964.9% | +3,232.0% |
| All | +2,507.1% | +192.1% | +2,315.0% | +856.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling