+64.9%
STEW vs VOO
+78.5%
-13.6%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.5% |
| 7D | +2.5% | +2.6% | 0.0% | +0.9% |
| 30D | +8.4% | -2.0% | +10.3% | +9.6% |
| 3M | +2.7% | -2.8% | +5.4% | +4.3% |
| 6M | +9.9% | +2.2% | +7.8% | +8.1% |
| YTD | +6.9% | +11.5% | -4.6% | -0.9% |
| 1Y | +9.3% | +13.5% | -4.2% | +0.2% |
| 3Y | +64.9% | +78.1% | -13.2% | +8.3% |
| All | +64.9% | +78.5% | -13.6% | +8.3% |
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