+2,022.6%
STRL vs VRSN
+34.9%
+1,987.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.4% | +6.2% | +5.8% |
| 7D | +3.4% | +0.1% | +3.3% | +3.4% |
| 30D | -9.2% | -0.2% | -9.1% | -9.2% |
| 3M | -51.0% | -0.3% | -50.8% | -51.0% |
| 6M | +15.8% | +23.0% | -7.2% | +8.3% |
| YTD | +58.9% | +21.3% | +37.5% | +48.3% |
| 1Y | +68.5% | +6.7% | +61.8% | +65.2% |
| 3Y | +485.2% | +45.0% | +440.3% | +404.0% |
| All | +2,022.6% | +34.9% | +1,987.6% | +1,759.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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