+87.4%
STCE vs VOO
+93.8%
-6.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -2.7% |
| 7D | +8.4% | +3.3% | +5.1% | +1.1% |
| 30D | -21.9% | -2.7% | -19.2% | -16.3% |
| 3M | -26.0% | -1.7% | -24.2% | -22.0% |
| 6M | -37.5% | +3.1% | -40.7% | -40.0% |
| YTD | -23.9% | +11.9% | -35.8% | -37.1% |
| 1Y | -40.8% | +12.1% | -52.8% | -50.8% |
| 3Y | +118.8% | +78.6% | +40.2% | -17.5% |
| All | +87.4% | +93.8% | -6.4% | -35.3% |
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