+97.9%
STRT price history and return analytics
+224.4%
-126.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +0.9% | +1.1% |
| 7D | -2.9% | -0.7% | -2.2% | -2.3% |
| 30D | -1.7% | -1.7% | +0.1% | -0.2% |
| 3M | -25.4% | -2.3% | -23.1% | -23.8% |
| 6M | -2.9% | +1.5% | -4.4% | -4.3% |
| YTD | -18.2% | +12.0% | -30.2% | -25.6% |
| 1Y | -9.1% | +12.9% | -22.0% | -17.7% |
| 3Y | +165.6% | +74.9% | +90.7% | +74.1% |
| 5Y | +49.1% | +59.9% | -10.9% | +3.9% |
| 10Y | +97.9% | +224.6% | -126.8% | -34.9% |
| All | +97.9% | +224.4% | -126.5% | -34.9% |
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