+7,178.3%
STRL price history and return analytics
+221.4%
+6,956.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.5% | +3.7% | +4.0% |
| 7D | +10.1% | +1.0% | +9.1% | +8.5% |
| 30D | -8.2% | -0.2% | -8.0% | -7.8% |
| 3M | -43.7% | +4.5% | -48.2% | -46.6% |
| 6M | +27.1% | +14.1% | +13.0% | +9.2% |
| YTD | +64.0% | +14.8% | +49.2% | +40.4% |
| 1Y | +75.2% | +21.2% | +54.0% | +41.5% |
| 3Y | +539.9% | +76.6% | +463.3% | +235.2% |
| 5Y | +2,133.0% | +66.6% | +2,066.4% | +1,161.3% |
| 10Y | +7,178.3% | +222.3% | +6,956.0% | +1,865.9% |
| All | +7,178.3% | +221.4% | +6,956.8% | +1,865.9% |
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 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