-98.6%
STEM vs VOO
+139.0%
-237.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.3% | +7.2% | +4.0% |
| 7D | +22.7% | +0.1% | +22.6% | +26.5% |
| 30D | -33.7% | -3.3% | -30.3% | -25.6% |
| 3M | -53.1% | -2.4% | -50.7% | -48.3% |
| 6M | -69.9% | +2.6% | -72.5% | -69.6% |
| YTD | -81.7% | +11.3% | -92.9% | -84.1% |
| 1Y | -85.0% | +13.4% | -98.5% | -87.4% |
| 3Y | -95.6% | +80.3% | -175.8% | -98.6% |
| 5Y | -99.4% | +72.7% | -172.1% | -99.8% |
| All | -98.6% | +139.0% | -237.6% | -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