+805.9%
STE vs VOO
+817.1%
-11.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | -3.6% | +0.1% | -3.7% | -3.7% |
| 30D | -3.2% | +0.1% | -3.3% | -3.3% |
| 3M | +6.5% | +2.0% | +4.4% | +4.2% |
| 6M | -7.0% | +13.0% | -20.1% | -17.0% |
| YTD | -10.6% | +13.6% | -24.2% | -20.5% |
| 1Y | -6.9% | +20.1% | -27.0% | -21.5% |
| 3Y | +0.3% | +77.6% | -77.3% | -41.9% |
| 5Y | +8.0% | +82.4% | -74.5% | -39.3% |
| 10Y | +250.6% | +316.8% | -66.2% | -15.0% |
| All | +805.9% | +817.1% | -11.1% | -10.7% |
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