-16.5%
STEP vs VOO
+11.6%
-28.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.7% |
| 7D | +10.8% | -0.6% | +11.4% | +12.2% |
| 30D | +11.5% | -3.6% | +15.2% | +19.1% |
| 3M | +7.3% | -2.7% | +10.0% | +12.8% |
| 6M | -9.5% | +2.2% | -11.7% | -12.5% |
| YTD | -20.9% | +10.9% | -31.8% | -31.5% |
| All | -16.5% | +11.6% | -28.0% | -27.7% |
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 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