+937.2%
STE vs VOO
+795.4%
+141.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | +11.1% | -0.6% | +11.7% | +11.5% |
| 30D | +19.9% | -3.6% | +23.6% | +23.5% |
| 3M | +8.0% | -2.7% | +10.7% | +10.2% |
| 6M | +24.7% | +2.2% | +22.4% | +21.3% |
| YTD | +2.3% | +10.9% | -8.6% | -7.4% |
| 1Y | -1.8% | +11.3% | -13.1% | -11.5% |
| 3Y | +32.7% | +76.9% | -44.2% | -23.2% |
| 5Y | +16.1% | +73.5% | -57.4% | -31.9% |
| 10Y | +332.0% | +307.7% | +24.3% | +6.4% |
| All | +937.2% | +795.4% | +141.8% | +4.0% |
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