+515.2%
STC vs VOO
+795.4%
-280.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.1% | -2.1% |
| 7D | +0.1% | -0.6% | +0.7% | +0.3% |
| 30D | -11.6% | -3.6% | -8.0% | -8.8% |
| 3M | -31.2% | -2.7% | -28.5% | -29.7% |
| 6M | -34.7% | +2.2% | -36.9% | -36.6% |
| YTD | -34.6% | +10.9% | -45.5% | -41.2% |
| 1Y | -35.6% | +11.3% | -47.0% | -42.4% |
| 3Y | +9.6% | +76.9% | -67.3% | -37.6% |
| 5Y | -30.7% | +73.5% | -104.2% | -60.0% |
| 10Y | +33.2% | +307.7% | -274.5% | -66.8% |
| All | +515.2% | +795.4% | -280.2% | -36.2% |
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