-98.8%
STEM vs VOO
+138.2%
-237.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.5% | -0.3% | -14.2% | -13.7% |
| 7D | -0.4% | -0.6% | +0.2% | +4.4% |
| 30D | -43.3% | -3.6% | -39.6% | -35.8% |
| 3M | -58.5% | -2.7% | -55.7% | -53.9% |
| 6M | -74.2% | +2.2% | -76.5% | -73.8% |
| YTD | -84.3% | +10.9% | -95.2% | -86.3% |
| 1Y | -87.4% | +11.3% | -98.7% | -88.9% |
| 3Y | -95.8% | +76.9% | -172.7% | -98.6% |
| 5Y | -99.5% | +73.5% | -173.0% | -99.8% |
| All | -98.8% | +138.2% | -237.0% | -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 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