-35.8%
STRR price history and return analytics
+215.5%
-251.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.1% |
| 7D | -6.9% | -2.3% | -4.6% | -6.0% |
| 30D | -8.8% | -5.0% | -3.8% | -6.8% |
| 3M | -20.6% | -4.9% | -15.7% | -18.9% |
| 6M | -3.0% | -1.5% | -1.4% | -2.5% |
| YTD | -18.9% | +8.5% | -27.4% | -22.1% |
| 1Y | -11.0% | +11.4% | -22.4% | -15.5% |
| 3Y | -44.6% | +70.1% | -114.6% | -56.6% |
| 5Y | -58.3% | +53.7% | -112.0% | -66.0% |
| All | -35.8% | +215.5% | -251.3% | -59.3% |
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