-20.3%
STRL price history and return analytics
+13.3%
-33.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.1% | +3.8% | +1.2% |
| 7D | +7.1% | -0.7% | +7.8% | +11.0% |
| 30D | -39.4% | -1.7% | -37.6% | -35.1% |
| 3M | -43.0% | -2.3% | -40.7% | -37.6% |
| 6M | -65.0% | +1.5% | -66.5% | -66.1% |
| YTD | -0.8% | +12.0% | -12.8% | -29.4% |
| 1Y | -20.3% | +12.9% | -33.2% | -44.5% |
| All | -20.3% | +13.3% | -33.6% | -44.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling