+387.1%
STBA vs VOO
+777.9%
-390.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.5% |
| 7D | +0.5% | -2.7% | +3.2% | +3.2% |
| 30D | +5.0% | -5.4% | +10.3% | +10.8% |
| 3M | -1.0% | -4.1% | +3.1% | +2.9% |
| 6M | +15.8% | +0.7% | +15.1% | +13.9% |
| YTD | +32.2% | +8.7% | +23.5% | +19.7% |
| 1Y | +38.2% | +11.0% | +27.3% | +22.4% |
| 3Y | +99.7% | +75.5% | +24.2% | +8.4% |
| 5Y | +88.9% | +68.4% | +20.6% | +5.1% |
| 10Y | +139.3% | +315.7% | -176.4% | -56.0% |
| All | +387.1% | +777.9% | -390.7% | -74.6% |
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