+581.7%
STAG vs VOO
+661.1%
-79.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.6% |
| 7D | -0.7% | -0.4% | -0.3% | -0.3% |
| 30D | +1.1% | -1.4% | +2.5% | +2.4% |
| 3M | -1.2% | +3.7% | -4.9% | -4.7% |
| 6M | -1.0% | +13.0% | -14.1% | -12.1% |
| YTD | +3.3% | +12.4% | -9.2% | -8.0% |
| 1Y | +6.4% | +18.6% | -12.2% | -9.9% |
| 3Y | +14.2% | +78.1% | -63.9% | -35.0% |
| 5Y | +7.7% | +82.3% | -74.6% | -40.5% |
| 10Y | +145.6% | +322.5% | -176.9% | -38.0% |
| All | +581.7% | +661.1% | -79.4% | -3.5% |
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