+1,451.8%
STRL vs VEU
+174.2%
+1,277.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | +0.3% |
| 7D | -19.8% | +0.5% | -20.3% | -20.1% |
| 30D | -43.6% | -2.3% | -41.3% | -41.9% |
| 3M | -45.2% | -4.4% | -40.8% | -42.2% |
| 6M | -65.7% | -2.2% | -63.6% | -64.1% |
| YTD | -5.4% | +10.9% | -16.4% | -10.7% |
| 1Y | -24.7% | +13.4% | -38.1% | -30.1% |
| 3Y | +335.0% | +69.7% | +265.3% | +180.6% |
| 5Y | +915.3% | +50.0% | +865.3% | +638.5% |
| 10Y | +3,877.5% | +145.8% | +3,731.7% | +1,817.5% |
| All | +1,451.8% | +174.2% | +1,277.6% | +511.5% |
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