+74.5%
VTI vs STLD
+105.6%
-31.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | -2.6% | -11.1% | +8.5% | 0.0% |
| 30D | -5.0% | -4.8% | -0.2% | -4.0% |
| 3M | -4.3% | -14.6% | +10.3% | -1.2% |
| 6M | +0.6% | -7.4% | +8.0% | +1.3% |
| YTD | +8.9% | +32.6% | -23.7% | -0.6% |
| 1Y | +11.1% | +47.3% | -36.2% | -1.5% |
| 3Y | +74.5% | +107.5% | -33.0% | +39.8% |
| All | +74.5% | +105.6% | -31.1% | +39.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling