+819.5%
STC vs VOO
+817.1%
+2.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.7% |
| 7D | -3.4% | +0.1% | -3.5% | -3.5% |
| 30D | -0.8% | +0.1% | -0.9% | -0.9% |
| 3M | +7.3% | +2.0% | +5.3% | +4.9% |
| 6M | -2.0% | +13.0% | -15.0% | -13.0% |
| YTD | -2.3% | +13.6% | -15.9% | -13.8% |
| 1Y | -5.9% | +20.1% | -26.0% | -21.3% |
| 3Y | +55.1% | +77.6% | -22.5% | -11.7% |
| 5Y | +27.3% | +82.4% | -55.1% | -29.7% |
| 10Y | +95.8% | +316.8% | -221.0% | -52.1% |
| All | +819.5% | +817.1% | +2.4% | -6.4% |
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 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