-24.4%
STRL vs VO
+13.8%
-38.2%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +2.7% | +12.2% | +6.2% |
| 7D | -13.3% | -0.1% | -13.2% | -12.5% |
| 30D | -43.3% | +0.5% | -43.8% | -43.8% |
| 3M | -46.9% | -1.0% | -45.8% | -44.3% |
| 6M | -65.6% | +6.4% | -72.0% | -71.3% |
| YTD | -5.1% | +13.6% | -18.7% | -33.2% |
| All | -24.4% | +13.8% | -38.2% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling