+15.2%
STRN vs VT
+16.2%
-1.0%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.5% | +0.8% |
| 7D | -12.3% | -4.2% | -8.2% | -6.3% |
| 30D | -16.7% | -5.8% | -10.9% | -8.4% |
| 3M | -15.1% | -5.2% | -9.9% | -7.6% |
| 6M | -8.3% | +0.1% | -8.4% | -8.2% |
| YTD | +4.4% | +8.2% | -3.9% | -7.1% |
| 1Y | +6.1% | +10.1% | -4.0% | -8.2% |
| All | +15.2% | +16.2% | -1.0% | -5.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling