+13.1%
STC vs VOO
+78.4%
-65.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.3% | -4.6% | -3.6% |
| 7D | +0.5% | +0.1% | +0.4% | +0.1% |
| 30D | -9.4% | -3.3% | -6.1% | -7.6% |
| 3M | -32.1% | -2.4% | -29.7% | -31.2% |
| 6M | -33.0% | +2.6% | -35.6% | -34.5% |
| YTD | -33.0% | +11.3% | -44.3% | -38.0% |
| 1Y | -33.6% | +13.4% | -47.0% | -39.4% |
| 3Y | +13.1% | +80.3% | -67.2% | -21.1% |
| All | +13.1% | +78.4% | -65.3% | -21.1% |
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 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