+26.2%
STC vs VOO
+82.3%
-56.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.3% |
| 7D | -2.3% | +0.5% | -2.8% | -2.7% |
| 30D | -1.7% | -0.9% | -0.8% | -1.0% |
| 3M | +3.9% | +3.9% | 0.0% | +0.6% |
| 6M | +1.7% | +14.5% | -12.8% | -9.3% |
| YTD | -3.0% | +13.0% | -16.0% | -12.5% |
| 1Y | -8.0% | +19.4% | -27.4% | -20.9% |
| 3Y | +62.9% | +78.9% | -16.0% | -1.8% |
| 5Y | +26.2% | +82.3% | -56.1% | -25.4% |
| All | +26.2% | +82.3% | -56.1% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling