+12.2%
VTI vs STLD
+55.9%
-43.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | +3.4% | +6.9% | -3.5% | +2.3% |
| 30D | -2.3% | -1.5% | -0.8% | -2.1% |
| 3M | -2.2% | -9.7% | +7.5% | -0.9% |
| 6M | +3.3% | +2.3% | +0.9% | +1.8% |
| YTD | +12.1% | +41.0% | -28.9% | +2.7% |
| 1Y | +12.2% | +51.8% | -39.6% | -0.3% |
| All | +12.2% | +55.9% | -43.7% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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