+6.4%
STC vs VOO
+78.5%
-72.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.1% |
| 7D | -8.9% | +2.6% | -11.5% | -10.3% |
| 30D | -15.8% | -2.0% | -13.8% | -14.9% |
| 3M | -36.2% | -2.8% | -33.4% | -35.2% |
| 6M | -34.5% | +2.2% | -36.7% | -35.7% |
| YTD | -37.5% | +11.5% | -49.1% | -42.3% |
| 1Y | -39.2% | +13.5% | -52.7% | -44.5% |
| 3Y | +6.4% | +78.1% | -71.7% | -25.4% |
| All | +6.4% | +78.5% | -72.1% | -25.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling