+0.9%
STE vs VOO
+79.1%
-78.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.2% | -2.4% |
| 7D | -4.6% | +0.5% | -5.1% | -4.9% |
| 30D | -7.7% | -0.9% | -6.8% | -7.3% |
| 3M | +4.3% | +3.9% | +0.4% | +1.9% |
| 6M | -4.7% | +14.5% | -19.2% | -12.3% |
| YTD | -13.1% | +13.0% | -26.0% | -19.3% |
| 1Y | -11.3% | +19.4% | -30.7% | -20.3% |
| 3Y | +0.9% | +78.9% | -78.0% | -34.4% |
| All | +0.9% | +79.1% | -78.2% | -34.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling