-20.2%
STEP vs VOO
+12.1%
-32.3%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.6% |
| 7D | +1.0% | +2.6% | -1.6% | -3.5% |
| 30D | +15.9% | -2.0% | +17.9% | +20.1% |
| 3M | -7.2% | -2.8% | -4.4% | -2.3% |
| 6M | -10.0% | +2.2% | -12.2% | -13.0% |
| YTD | -23.0% | +11.5% | -34.5% | -34.2% |
| 1Y | -20.2% | +13.5% | -33.7% | -33.9% |
| All | -20.2% | +12.1% | -32.3% | -33.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling