+12,942.6%
STRL vs VO
+827.2%
+12,115.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.2% | +6.0% | +6.0% |
| 7D | +3.4% | -0.3% | +3.7% | +3.7% |
| 30D | -9.2% | -0.3% | -8.9% | -8.7% |
| 3M | -51.0% | +2.9% | -54.0% | -52.3% |
| 6M | +15.8% | +9.3% | +6.4% | +6.8% |
| YTD | +58.9% | +14.2% | +44.7% | +39.7% |
| 1Y | +68.5% | +15.3% | +53.3% | +48.1% |
| 3Y | +485.2% | +56.2% | +429.0% | +282.0% |
| 5Y | +2,005.1% | +42.4% | +1,962.7% | +1,416.8% |
| 10Y | +7,118.0% | +194.7% | +6,923.2% | +2,351.9% |
| All | +12,942.6% | +827.2% | +12,115.4% | +1,818.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling