+385.8%
STBA vs VOO
+817.1%
-431.3%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.4% | +1.4% |
| 7D | +1.7% | +0.1% | +1.6% | +1.6% |
| 30D | -3.0% | +0.1% | -3.1% | -3.1% |
| 3M | +12.5% | +2.0% | +10.5% | +9.6% |
| 6M | +20.8% | +13.0% | +7.7% | +5.6% |
| YTD | +31.8% | +13.6% | +18.2% | +14.6% |
| 1Y | +31.0% | +20.1% | +11.0% | +7.3% |
| 3Y | +94.9% | +77.6% | +17.3% | +5.0% |
| 5Y | +109.0% | +82.4% | +26.5% | +7.0% |
| 10Y | +146.6% | +316.8% | -170.2% | -54.0% |
| All | +385.8% | +817.1% | -431.3% | -75.7% |
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