-90.3%
STRR price history and return analytics
+345.0%
-435.3%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.1% | +2.9% | +2.9% |
| 7D | -3.2% | -4.2% | +1.0% | +0.8% |
| 30D | -5.1% | -5.8% | +0.7% | +0.5% |
| 3M | -17.5% | -5.2% | -12.3% | -13.3% |
| 6M | +1.6% | +0.1% | +1.5% | +0.6% |
| YTD | -15.6% | +8.2% | -23.8% | -23.3% |
| 1Y | -13.0% | +10.1% | -23.1% | -22.3% |
| 3Y | -41.4% | +69.7% | -111.0% | -67.4% |
| 5Y | -56.6% | +53.4% | -110.0% | -73.6% |
| 10Y | -33.1% | +219.2% | -252.3% | -85.3% |
| All | -90.3% | +345.0% | -435.3% | -98.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling