+60.9%
VEA vs STLA
-63.2%
+124.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.4% |
| 7D | +0.3% | +0.4% | -0.1% | +0.2% |
| 30D | +0.4% | -5.2% | +5.6% | +1.5% |
| 3M | +4.8% | -24.9% | +29.7% | +11.7% |
| 6M | +11.3% | -25.2% | +36.4% | +18.2% |
| YTD | +17.4% | -51.4% | +68.8% | +36.8% |
| 1Y | +26.2% | -40.7% | +66.9% | +37.7% |
| 3Y | +77.7% | -66.3% | +144.0% | +118.3% |
| 5Y | +60.9% | -63.2% | +124.2% | +80.4% |
| All | +60.9% | -63.2% | +124.1% | +80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 5y: compounded portfolio wealth divided by compounded STLA 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…
5y analysis · Full analysis span regression · 6 months rolling