-1.8%
STRR price history and return analytics
+11.9%
-13.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.6% | +12.6% | +12.1% |
| 7D | +5.3% | +2.9% | +2.4% | +4.6% |
| 30D | +0.1% | -2.5% | +2.6% | +0.7% |
| 3M | -7.8% | -3.3% | -4.5% | -7.2% |
| 6M | +2.4% | +1.5% | +0.8% | +2.4% |
| YTD | -11.1% | +11.4% | -22.5% | -14.3% |
| 1Y | -1.8% | +11.9% | -13.7% | -6.5% |
| All | -1.8% | +11.9% | -13.6% | -6.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling