+13.3%
STBF vs VOO
+50.7%
-37.4%
-1.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | 0.0% | -0.6% | +0.6% | 0.0% |
| 30D | +0.6% | -3.6% | +4.3% | +0.7% |
| 3M | +0.3% | -2.7% | +3.0% | +0.3% |
| 6M | +0.7% | +2.2% | -1.5% | +0.7% |
| YTD | +2.2% | +10.9% | -8.7% | +2.2% |
| 1Y | +2.9% | +11.3% | -8.4% | +2.9% |
| All | +13.3% | +50.7% | -37.4% | +13.3% |
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