+11.4%
VT vs STLA
-56.7%
+68.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.5% | +0.3% |
| 7D | -2.3% | -4.5% | +2.2% | -1.9% |
| 30D | -5.0% | -3.9% | -1.1% | -4.6% |
| 3M | -4.9% | -20.2% | +15.3% | -3.0% |
| 6M | -1.5% | -42.2% | +40.6% | +3.3% |
| YTD | +8.5% | -59.3% | +67.8% | +14.9% |
| 1Y | +11.4% | -56.1% | +67.4% | +15.7% |
| All | +11.4% | -56.7% | +68.1% | +15.7% |
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