+6.8%
VRT vs STLA
-57.6%
+64.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.2% | +9.9% | +9.7% |
| 7D | -10.6% | -6.4% | -4.2% | -9.8% |
| 30D | -17.4% | -1.3% | -16.1% | -17.7% |
| 3M | -26.4% | -19.9% | -6.5% | -25.7% |
| 6M | -41.0% | -42.9% | +1.9% | -38.6% |
| YTD | +23.8% | -59.4% | +83.2% | +27.8% |
| All | +6.8% | -57.6% | +64.4% | +7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling