+2,022.6%
STRL vs VO
+42.6%
+1,979.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.2% | +6.0% | +6.1% |
| 7D | +3.4% | -0.3% | +3.7% | +3.8% |
| 30D | -9.2% | -0.3% | -8.9% | -8.6% |
| 3M | -51.0% | +2.9% | -54.0% | -52.7% |
| 6M | +15.8% | +9.3% | +6.4% | +4.3% |
| YTD | +58.9% | +14.2% | +44.7% | +35.2% |
| 1Y | +68.5% | +15.3% | +53.3% | +43.3% |
| 3Y | +485.2% | +56.2% | +429.0% | +265.3% |
| All | +2,022.6% | +42.6% | +1,979.9% | +1,376.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling