+545.3%
STC vs VOO
+777.9%
-232.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.3% | -4.4% | -4.3% |
| 7D | +5.6% | -2.7% | +8.3% | +8.0% |
| 30D | -6.7% | -5.4% | -1.4% | -2.2% |
| 3M | -30.7% | -4.1% | -26.7% | -28.2% |
| 6M | -30.8% | +0.7% | -31.5% | -31.8% |
| YTD | -31.4% | +8.7% | -40.2% | -37.2% |
| 1Y | -30.1% | +11.0% | -41.1% | -37.2% |
| 3Y | +12.3% | +75.5% | -63.1% | -35.6% |
| 5Y | -25.1% | +68.4% | -93.4% | -55.5% |
| 10Y | +48.7% | +315.7% | -267.0% | -63.7% |
| All | +545.3% | +777.9% | -232.6% | -31.8% |
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