+81.5%
STEP vs VOO
+75.5%
+6.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +0.3% | +10.5% | +10.3% |
| 7D | +9.8% | -2.7% | +12.5% | +15.2% |
| 30D | +7.4% | -5.4% | +12.8% | +18.0% |
| 3M | -5.1% | -4.1% | -1.0% | +1.9% |
| 6M | -9.2% | +0.7% | -10.0% | -9.8% |
| YTD | -23.7% | +8.7% | -32.4% | -32.8% |
| 1Y | -21.0% | +11.0% | -31.9% | -32.6% |
| 3Y | +81.5% | +75.5% | +6.1% | -25.2% |
| All | +81.5% | +75.5% | +6.1% | -25.2% |
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