+131.3%
STRZ price history and return analytics
+39.3%
+92.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.1% |
| 7D | -2.3% | +1.0% | -3.3% | -3.4% |
| 30D | -1.2% | -0.2% | -1.0% | -0.9% |
| 3M | -1.3% | +4.5% | -5.9% | -6.2% |
| 6M | +69.3% | +14.1% | +55.2% | +48.0% |
| YTD | +121.4% | +14.8% | +106.6% | +90.3% |
| 1Y | +101.9% | +21.2% | +80.7% | +63.0% |
| All | +131.3% | +39.3% | +92.0% | +90.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling