-38.3%
STRR price history and return analytics
+223.7%
-262.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.8% | -2.3% |
| 7D | -6.2% | +0.4% | -6.6% | -6.5% |
| 30D | -12.7% | -2.6% | -10.1% | -11.8% |
| 3M | -20.3% | -3.2% | -17.0% | -19.2% |
| 6M | -4.8% | +0.9% | -5.7% | -5.4% |
| YTD | -19.9% | +11.3% | -31.2% | -23.9% |
| 1Y | -10.3% | +14.0% | -24.3% | -15.6% |
| 3Y | -41.6% | +75.8% | -117.4% | -55.0% |
| 5Y | -59.5% | +57.8% | -117.3% | -67.3% |
| 10Y | -38.3% | +219.8% | -258.1% | -62.3% |
| All | -38.3% | +223.7% | -262.0% | -62.3% |
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