+1,347.8%
STRL price history and return analytics
+355.4%
+992.4%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.2% |
| 7D | -19.8% | -0.1% | -19.7% | -19.5% |
| 30D | -43.6% | -3.1% | -40.5% | -41.0% |
| 3M | -45.2% | -3.5% | -41.7% | -42.2% |
| 6M | -65.7% | +0.5% | -66.2% | -65.1% |
| YTD | -5.4% | +10.8% | -16.2% | -12.2% |
| 1Y | -24.7% | +11.9% | -36.6% | -30.4% |
| 3Y | +335.0% | +73.0% | +262.1% | +158.8% |
| 5Y | +915.3% | +58.6% | +856.7% | +566.9% |
| 10Y | +3,877.5% | +219.2% | +3,658.3% | +1,195.5% |
| All | +1,347.8% | +355.4% | +992.4% | +262.1% |
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