+1,164.1%
STRL price history and return analytics
+346.0%
+818.1%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.2% | +3.2% |
| 7D | -26.9% | -2.3% | -24.6% | -24.9% |
| 30D | -52.7% | -5.0% | -47.7% | -49.5% |
| 3M | -52.8% | -4.9% | -48.0% | -49.5% |
| 6M | -71.5% | -1.5% | -69.9% | -70.3% |
| YTD | -17.4% | +8.5% | -25.9% | -21.7% |
| 1Y | -35.0% | +11.4% | -46.3% | -39.7% |
| 3Y | +239.2% | +70.1% | +169.1% | +105.5% |
| 5Y | +830.2% | +53.7% | +776.4% | +531.8% |
| 10Y | +3,574.7% | +220.0% | +3,354.8% | +1,093.2% |
| All | +1,164.1% | +346.0% | +818.1% | +223.2% |
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