+5.7%
STE vs VOO
+81.6%
-75.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.1% | -1.2% |
| 7D | -6.3% | -0.4% | -6.0% | -6.1% |
| 30D | -9.7% | -1.4% | -8.3% | -8.8% |
| 3M | +1.3% | +3.7% | -2.4% | -1.6% |
| 6M | -5.0% | +13.0% | -18.0% | -13.7% |
| YTD | -14.4% | +12.4% | -26.9% | -21.9% |
| 1Y | -12.7% | +18.6% | -31.3% | -23.6% |
| 3Y | -0.7% | +78.1% | -78.7% | -39.2% |
| 5Y | +5.7% | +82.3% | -76.6% | -36.8% |
| All | +5.7% | +81.6% | -75.9% | -36.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling