+422.7%
STAA vs VOO
+817.1%
-394.4%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | 0.0% |
| 7D | +6.2% | +0.1% | +6.0% | +6.0% |
| 30D | +2.7% | +0.1% | +2.6% | +2.6% |
| 3M | -21.4% | +2.0% | -23.4% | -23.7% |
| 6M | +22.1% | +13.0% | +9.1% | +3.7% |
| YTD | +1.6% | +13.6% | -11.9% | -14.3% |
| 1Y | -15.5% | +20.1% | -35.6% | -34.2% |
| 3Y | -45.5% | +77.6% | -123.1% | -74.8% |
| 5Y | -85.0% | +82.4% | -167.4% | -92.9% |
| 10Y | +161.9% | +316.8% | -154.9% | -58.2% |
| All | +422.7% | +817.1% | -394.4% | -80.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling