-98.8%
STEM vs VOO
+139.5%
-238.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -1.3% |
| 7D | -11.1% | +2.6% | -13.7% | -15.7% |
| 30D | -37.6% | -2.0% | -35.6% | -32.2% |
| 3M | -64.1% | -2.8% | -61.3% | -60.1% |
| 6M | -75.1% | +2.2% | -77.2% | -74.6% |
| YTD | -85.1% | +11.5% | -96.6% | -87.2% |
| 1Y | -86.4% | +13.5% | -99.9% | -88.6% |
| 3Y | -95.7% | +78.1% | -173.8% | -98.6% |
| 5Y | -99.5% | +73.1% | -172.7% | -99.8% |
| All | -98.8% | +139.5% | -238.4% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling