-38.2%
STRR price history and return analytics
+221.4%
-259.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | +1.5% | +1.0% | +0.5% | +1.1% |
| 30D | -7.1% | -0.2% | -6.8% | -7.0% |
| 3M | -1.9% | +4.5% | -6.4% | -3.9% |
| 6M | +4.3% | +14.1% | -9.8% | -1.9% |
| YTD | -6.7% | +14.8% | -21.4% | -12.5% |
| 1Y | +9.0% | +21.2% | -12.2% | -0.2% |
| 3Y | -51.7% | +76.6% | -128.3% | -62.9% |
| 5Y | -38.7% | +66.6% | -105.3% | -51.7% |
| 10Y | -38.2% | +222.3% | -260.5% | -64.0% |
| All | -38.2% | +221.4% | -259.7% | -64.0% |
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 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