-100.0%
SDST vs VOO
+72.0%
-172.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +28.6% | +2.3% | +26.2% | +27.1% |
| 7D | +50.0% | +0.1% | +49.9% | +50.1% |
| 30D | -83.9% | -3.3% | -80.6% | -83.4% |
| 3M | -98.6% | -2.4% | -96.2% | -98.6% |
| 6M | -99.6% | +2.6% | -102.2% | -99.6% |
| YTD | -99.7% | +11.3% | -111.0% | -99.7% |
| 1Y | -99.8% | +13.4% | -113.2% | -99.8% |
| 3Y | -100.0% | +80.3% | -180.3% | -100.0% |
| 5Y | -100.0% | +72.7% | -172.7% | -100.0% |
| All | -100.0% | +72.0% | -172.0% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 5y: compounded portfolio wealth divided by compounded VOO 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…
5y analysis · Full analysis span regression · 6 months rolling