+784.6%
STRL price history and return analytics
+53.4%
+731.2%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.2% | +3.1% |
| 7D | -26.9% | -2.3% | -24.6% | -24.0% |
| 30D | -52.7% | -5.0% | -47.7% | -48.0% |
| 3M | -52.8% | -4.9% | -48.0% | -48.1% |
| 6M | -71.5% | -1.5% | -69.9% | -69.9% |
| YTD | -17.4% | +8.5% | -25.9% | -23.4% |
| 1Y | -35.0% | +11.4% | -46.3% | -41.4% |
| 3Y | +239.2% | +70.1% | +169.1% | +88.8% |
| All | +784.6% | +53.4% | +731.2% | +468.0% |
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