+819.3%
VTI vs STLA
+152.6%
+666.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.1% | +5.6% | +0.7% |
| 7D | +3.4% | -13.1% | +16.4% | +5.9% |
| 30D | -2.3% | -13.3% | +11.0% | 0.0% |
| 3M | -2.2% | -27.9% | +25.7% | +3.1% |
| 6M | +3.3% | -47.8% | +51.1% | +15.2% |
| YTD | +12.1% | -64.6% | +76.6% | +32.5% |
| 1Y | +12.2% | -64.0% | +76.2% | +32.0% |
| 3Y | +78.0% | -76.8% | +154.9% | +121.0% |
| 5Y | +65.2% | -74.2% | +139.4% | +97.2% |
| 10Y | +292.2% | -5.4% | +297.5% | +279.9% |
| All | +819.3% | +152.6% | +666.8% | +744.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling