+187.4%
STCE vs VOO
+95.6%
+91.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +2.2% |
| 7D | +12.0% | +0.5% | +11.5% | +10.9% |
| 30D | +11.9% | -0.9% | +12.9% | +14.5% |
| 3M | -7.4% | +3.9% | -11.3% | -14.1% |
| 6M | +29.4% | +14.5% | +14.8% | -0.8% |
| YTD | +16.7% | +13.0% | +3.8% | -6.6% |
| 1Y | +22.0% | +19.4% | +2.5% | -11.1% |
| 3Y | +237.2% | +78.9% | +158.3% | +25.1% |
| All | +187.4% | +95.6% | +91.8% | -3.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling