+75.0%
VTI vs STLA
-62.8%
+137.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | +0.3% |
| 7D | -0.9% | -2.9% | +2.0% | -0.3% |
| 30D | -1.4% | +0.9% | -2.4% | -1.8% |
| 3M | +3.6% | -21.6% | +25.2% | +9.1% |
| 6M | +13.6% | -21.6% | +35.2% | +18.9% |
| YTD | +12.9% | -50.4% | +63.3% | +30.2% |
| 1Y | +17.2% | -43.6% | +60.8% | +29.3% |
| 3Y | +75.7% | -66.4% | +142.1% | +113.0% |
| All | +75.0% | -62.8% | +137.9% | +92.3% |
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