-96.3%
STEM vs VOO
+75.5%
-171.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.6% | +0.3% | +15.3% | +14.9% |
| 7D | +13.5% | -2.7% | +16.2% | +25.2% |
| 30D | -43.6% | -5.4% | -38.3% | -33.4% |
| 3M | -56.2% | -4.1% | -52.1% | -49.6% |
| 6M | -76.9% | +0.7% | -77.6% | -75.5% |
| YTD | -83.3% | +8.7% | -92.0% | -84.6% |
| 1Y | -85.5% | +11.0% | -96.4% | -87.0% |
| 3Y | -96.3% | +75.5% | -171.8% | -99.1% |
| All | -96.3% | +75.5% | -171.8% | -99.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling