-98.7%
STEM vs VOO
+133.5%
-232.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.6% | +0.3% | +15.3% | +14.9% |
| 7D | +13.5% | -2.7% | +16.2% | +24.6% |
| 30D | -43.6% | -5.4% | -38.3% | -33.7% |
| 3M | -56.2% | -4.1% | -52.1% | -49.9% |
| 6M | -76.9% | +0.7% | -77.6% | -75.7% |
| YTD | -83.3% | +8.7% | -92.0% | -84.8% |
| 1Y | -85.5% | +11.0% | -96.4% | -87.2% |
| 3Y | -96.3% | +75.5% | -171.8% | -98.8% |
| 5Y | -99.5% | +68.4% | -167.8% | -99.8% |
| All | -98.7% | +133.5% | -232.2% | -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