+72.7%
STRT price history and return analytics
+221.8%
-149.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.4% |
| 7D | 0.0% | +2.4% | -2.4% | -2.0% |
| 30D | +1.7% | -1.5% | +3.2% | +3.0% |
| 3M | -23.3% | -4.1% | -19.2% | -20.5% |
| 6M | -0.8% | +0.6% | -1.3% | -1.4% |
| YTD | -18.6% | +11.0% | -29.7% | -25.4% |
| 1Y | -8.7% | +13.3% | -22.0% | -17.6% |
| 3Y | +168.9% | +73.4% | +95.5% | +77.6% |
| 5Y | +47.5% | +57.4% | -9.9% | +4.1% |
| All | +72.7% | +221.8% | -149.1% | -45.8% |
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