+8.6%
VTEB vs STLA
-66.1%
+74.7%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -1.9% | +0.3% |
| 7D | -0.9% | -2.9% | +2.0% | -0.9% |
| 30D | -2.5% | +0.9% | -3.4% | -2.5% |
| 3M | -3.0% | -21.6% | +18.7% | -2.6% |
| 6M | -2.1% | -21.6% | +19.5% | -1.8% |
| YTD | -1.5% | -50.4% | +48.9% | -0.5% |
| 1Y | +0.2% | -43.6% | +43.7% | +0.8% |
| 3Y | +8.6% | -66.4% | +75.0% | +9.1% |
| All | +8.6% | -66.1% | +74.7% | +9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling