+226.3%
STEW vs VOO
+314.4%
-88.1%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -0.7% |
| 7D | -0.5% | -0.9% | +0.4% | +0.1% |
| 30D | +7.7% | -2.3% | +10.0% | +9.5% |
| 3M | +1.3% | -1.2% | +2.5% | +2.1% |
| 6M | +9.5% | +3.3% | +6.2% | +6.3% |
| YTD | +6.3% | +12.3% | -6.0% | -3.3% |
| 1Y | +9.8% | +12.5% | -2.7% | -0.4% |
| 3Y | +63.8% | +79.2% | -15.4% | +1.9% |
| 5Y | +70.2% | +75.7% | -5.4% | +6.6% |
| 10Y | +226.3% | +313.7% | -87.4% | -2.9% |
| All | +226.3% | +314.4% | -88.1% | -2.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling