-64.8%
STRA price history and return analytics
+346.0%
-410.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | +0.2% | -11.0% | -10.9% |
| 7D | -28.5% | -2.3% | -26.1% | -26.9% |
| 30D | -35.3% | -5.0% | -30.3% | -32.8% |
| 3M | -36.2% | -4.9% | -31.4% | -33.8% |
| 6M | -32.6% | -1.5% | -31.0% | -32.0% |
| YTD | -33.4% | +8.5% | -41.9% | -37.2% |
| 1Y | -28.6% | +11.4% | -39.9% | -33.7% |
| 3Y | -35.4% | +70.1% | -105.5% | -54.7% |
| 5Y | -5.6% | +53.7% | -59.3% | -29.8% |
| 10Y | +14.5% | +220.0% | -205.4% | -45.3% |
| All | -64.8% | +346.0% | -410.8% | -86.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling