-93.7%
STRO price history and return analytics
+134.8%
-228.4%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.3% | +4.2% |
| 7D | +5.7% | -2.3% | +8.0% | +9.9% |
| 30D | -34.4% | -5.0% | -29.4% | -28.8% |
| 3M | -60.2% | -4.9% | -55.3% | -56.9% |
| 6M | -74.5% | -1.5% | -72.9% | -73.8% |
| YTD | -16.9% | +8.5% | -25.3% | -27.4% |
| 1Y | +2.3% | +11.4% | -9.0% | -14.1% |
| 3Y | -64.1% | +70.1% | -134.2% | -84.0% |
| 5Y | -95.9% | +53.7% | -149.6% | -97.8% |
| All | -93.7% | +134.8% | -228.4% | -98.5% |
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 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