+137.7%
STEP vs VOO
+145.9%
-8.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.6% |
| 7D | +1.9% | +0.1% | +1.8% | +1.7% |
| 30D | +2.9% | +0.1% | +2.8% | +2.8% |
| 3M | +12.6% | +2.0% | +10.6% | +10.0% |
| 6M | +11.2% | +13.0% | -1.8% | -6.1% |
| YTD | -18.1% | +13.6% | -31.7% | -30.9% |
| 1Y | -14.4% | +20.1% | -34.5% | -33.1% |
| 3Y | +80.1% | +77.6% | +2.5% | -13.0% |
| 5Y | +21.9% | +82.4% | -60.6% | -42.4% |
| All | +137.7% | +145.9% | -8.2% | -10.5% |
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