-97.1%
STEM vs VOO
+142.6%
-239.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.8% | +2.5% |
| 7D | +2.7% | +0.5% | +2.2% | +1.4% |
| 30D | -4.1% | -0.9% | -3.1% | -1.9% |
| 3M | -27.5% | +3.9% | -31.4% | -32.6% |
| 6M | -53.4% | +14.5% | -68.0% | -63.9% |
| YTD | -62.5% | +13.0% | -75.5% | -69.9% |
| 1Y | -58.2% | +19.4% | -77.6% | -69.0% |
| 3Y | -94.1% | +78.9% | -173.0% | -98.2% |
| 5Y | -98.8% | +82.3% | -181.1% | -99.6% |
| All | -97.1% | +142.6% | -239.7% | -99.4% |
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 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