-52.4%
STLU price history and return analytics
+13.2%
-65.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.1% | +7.0% | +4.0% |
| 7D | -19.4% | -0.7% | -18.7% | -16.8% |
| 30D | -45.1% | -1.7% | -43.4% | -40.4% |
| 3M | -29.3% | -2.3% | -27.0% | -20.1% |
| 6M | -50.5% | +1.5% | -52.0% | -48.6% |
| All | -52.4% | +13.2% | -65.5% | -59.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling