+105.4%
STBA vs VOO
+311.2%
-205.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.8% |
| 7D | +0.6% | +3.3% | -2.7% | -2.3% |
| 30D | +6.4% | -2.7% | +9.1% | +8.8% |
| 3M | +0.2% | -1.7% | +1.9% | +1.4% |
| 6M | +18.1% | +3.1% | +15.0% | +14.0% |
| YTD | +33.3% | +11.9% | +21.3% | +19.0% |
| 1Y | +35.4% | +12.1% | +23.4% | +20.7% |
| 3Y | +110.4% | +78.6% | +31.8% | +21.4% |
| 5Y | +89.3% | +73.8% | +15.5% | +11.0% |
| All | +105.4% | +311.2% | -205.8% | -53.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling