+80.5%
VTV vs STLA
-63.7%
+144.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -2.1% | -3.8% | +1.8% | -1.4% |
| 30D | -1.3% | -3.1% | +1.8% | -0.9% |
| 3M | +5.6% | -19.6% | +25.3% | +9.3% |
| 6M | +12.4% | -23.5% | +35.9% | +16.7% |
| YTD | +17.6% | -51.5% | +69.2% | +31.7% |
| 1Y | +23.5% | -39.7% | +63.2% | +30.9% |
| 3Y | +67.0% | -66.3% | +133.3% | +93.3% |
| 5Y | +80.5% | -63.1% | +143.7% | +95.5% |
| All | +80.5% | -63.7% | +144.2% | +95.5% |
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