+966.2%
STE vs VOO
+800.4%
+165.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.6% |
| 7D | +4.8% | +2.6% | +2.2% | +2.4% |
| 30D | +21.7% | -2.0% | +23.6% | +23.4% |
| 3M | +12.3% | -2.8% | +15.1% | +14.6% |
| 6M | +26.0% | +2.2% | +23.8% | +22.6% |
| YTD | +5.2% | +11.5% | -6.4% | -5.3% |
| 1Y | +2.4% | +13.5% | -11.1% | -9.3% |
| 3Y | +34.4% | +78.1% | -43.6% | -22.7% |
| 5Y | +19.5% | +73.1% | -53.6% | -29.7% |
| 10Y | +352.1% | +310.7% | +41.3% | +10.6% |
| All | +966.2% | +800.4% | +165.8% | +6.4% |
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 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