+13.1%
STBF vs VOO
+52.1%
-39.0%
-1.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | -0.4% | +3.3% | -3.7% | -0.4% |
| 30D | +0.4% | -2.7% | +3.1% | +0.4% |
| 3M | +0.1% | -1.7% | +1.8% | +0.1% |
| 6M | +0.6% | +3.1% | -2.5% | +0.6% |
| YTD | +2.0% | +11.9% | -9.9% | +2.0% |
| 1Y | +2.8% | +12.1% | -9.2% | +2.8% |
| All | +13.1% | +52.1% | -39.0% | +13.1% |
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