+140.1%
STRZ vs VT
+40.0%
+100.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -3.1% | +0.4% | -3.5% | -3.6% |
| 30D | +2.4% | +1.0% | +1.4% | +1.4% |
| 3M | -4.0% | +2.4% | -6.4% | -6.2% |
| 6M | +106.5% | +12.0% | +94.5% | +82.7% |
| YTD | +129.8% | +15.3% | +114.5% | +96.4% |
| 1Y | +107.6% | +22.6% | +85.1% | +65.6% |
| All | +140.1% | +40.0% | +100.1% | +96.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling