+126.6%
STRZ vs VT
+36.9%
+89.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.7% | +6.9% | +6.7% |
| 7D | +12.8% | -0.3% | +13.1% | +13.2% |
| 30D | +10.2% | -1.4% | +11.6% | +12.2% |
| 3M | -3.8% | -1.4% | -2.4% | -2.0% |
| 6M | +31.0% | +5.5% | +25.6% | +23.4% |
| YTD | +116.9% | +12.8% | +104.1% | +90.3% |
| 1Y | +135.2% | +15.4% | +119.8% | +101.7% |
| All | +126.6% | +36.9% | +89.7% | +90.2% |
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