+48.7%
STLA price history and return analytics
+222.7%
-173.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.2% | -0.9% |
| 7D | +0.4% | -0.1% | +0.5% | +0.7% |
| 30D | -5.2% | -0.7% | -4.5% | -4.1% |
| 3M | -24.9% | +4.0% | -28.9% | -29.0% |
| 6M | -25.2% | +12.3% | -37.5% | -36.7% |
| YTD | -51.4% | +14.0% | -65.4% | -60.3% |
| 1Y | -40.7% | +20.3% | -61.0% | -54.9% |
| 3Y | -66.3% | +75.4% | -141.7% | -84.8% |
| 5Y | -63.2% | +66.0% | -129.2% | -81.6% |
| 10Y | +48.7% | +228.2% | -179.5% | -74.3% |
| All | +48.7% | +222.7% | -173.9% | -74.3% |
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