+2.5%
STLA price history and return analytics
+222.7%
-220.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.5% | -5.2% |
| 7D | -13.1% | +2.9% | -15.9% | -16.7% |
| 30D | -13.3% | -2.5% | -10.7% | -10.1% |
| 3M | -27.9% | -3.3% | -24.5% | -24.1% |
| 6M | -47.8% | +1.5% | -49.4% | -48.9% |
| YTD | -64.6% | +11.4% | -75.9% | -70.0% |
| 1Y | -64.0% | +11.9% | -75.9% | -69.7% |
| 3Y | -76.8% | +73.9% | -150.7% | -89.4% |
| 5Y | -74.2% | +57.9% | -132.1% | -86.1% |
| All | +2.5% | +222.7% | -220.2% | -82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling