-8.3%
STRN vs VT
+0.4%
-8.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.5% | +0.8% |
| 7D | -12.3% | -4.2% | -8.2% | -6.2% |
| 30D | -16.7% | -5.8% | -10.9% | -8.2% |
| 3M | -15.1% | -5.2% | -9.9% | -7.4% |
| 6M | -8.3% | +0.1% | -8.4% | -8.8% |
| All | -8.3% | +0.4% | -8.7% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 6mo: compounded portfolio wealth divided by compounded VT 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…
6mo analysis · Full analysis span regression · 6 months rolling