+68.5%
STRL vs VSH
+118.1%
-49.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.4% | +1.3% | +3.0% |
| 7D | +3.4% | +4.1% | -0.7% | +0.9% |
| 30D | -9.2% | -4.2% | -5.1% | -6.9% |
| 3M | -51.0% | -50.0% | -1.1% | -26.7% |
| 6M | +15.8% | +80.2% | -64.4% | -25.1% |
| YTD | +58.9% | +121.1% | -62.2% | -9.3% |
| 1Y | +68.5% | +112.0% | -43.5% | -1.2% |
| All | +68.5% | +118.1% | -49.6% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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