+73.9%
STRT price history and return analytics
+222.7%
-148.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.8% | +0.7% |
| 7D | +3.2% | +2.9% | +0.3% | +0.8% |
| 30D | -2.1% | -2.5% | +0.5% | +0.1% |
| 3M | -23.6% | -3.3% | -20.3% | -21.4% |
| 6M | -0.6% | +1.5% | -2.1% | -2.0% |
| YTD | -18.1% | +11.4% | -29.4% | -25.1% |
| 1Y | -10.7% | +11.9% | -22.6% | -18.6% |
| 3Y | +166.0% | +73.9% | +92.1% | +75.2% |
| 5Y | +48.5% | +57.9% | -9.4% | +4.6% |
| All | +73.9% | +222.7% | -148.8% | -45.5% |
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 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