+19,988.0%
STRL vs VTRS
+543.1%
+19,444.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.6% | +4.8% | +3.6% |
| 7D | +10.1% | -0.1% | +10.2% | +10.1% |
| 30D | -8.2% | +1.9% | -10.1% | -8.6% |
| 3M | -43.7% | +5.1% | -48.7% | -44.7% |
| 6M | +27.1% | +20.1% | +7.0% | +21.0% |
| YTD | +64.0% | +36.6% | +27.4% | +51.2% |
| 1Y | +75.2% | +64.1% | +11.0% | +54.2% |
| 3Y | +539.9% | +86.4% | +453.6% | +431.6% |
| 5Y | +2,133.0% | +40.9% | +2,092.1% | +1,842.7% |
| 10Y | +7,178.3% | -48.7% | +7,227.0% | +7,446.7% |
| All | +19,988.0% | +543.1% | +19,444.9% | +14,211.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded VTRS 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling