-2.4%
STRD price history and return analytics
+24.1%
-26.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.2% |
| 7D | +0.8% | -2.3% | +3.1% | +2.4% |
| 30D | -2.8% | -5.0% | +2.2% | +0.6% |
| 3M | +15.1% | -4.9% | +20.0% | +19.1% |
| 6M | -0.9% | -1.5% | +0.7% | 0.0% |
| YTD | +3.0% | +8.5% | -5.5% | -4.3% |
| 1Y | +4.7% | +11.4% | -6.7% | -4.8% |
| All | -2.4% | +24.1% | -26.5% | -17.9% |
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