-49.5%
STLU price history and return analytics
+9.6%
-59.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.2% | -1.8% |
| 7D | -15.6% | -2.3% | -13.3% | -7.1% |
| 30D | -42.9% | -5.0% | -37.9% | -29.3% |
| 3M | -23.8% | -4.9% | -18.9% | -4.3% |
| 6M | -42.2% | -1.5% | -40.7% | -32.1% |
| All | -49.5% | +9.6% | -59.0% | -51.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling