+473.0%
STEW vs VOO
+817.1%
-344.0%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.1% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | -1.4% | +0.1% | -1.4% | -1.5% |
| 3M | +7.7% | +2.0% | +5.6% | +5.8% |
| 6M | +6.4% | +13.0% | -6.6% | -3.7% |
| YTD | +2.9% | +13.6% | -10.7% | -7.3% |
| 1Y | +3.7% | +20.1% | -16.4% | -10.8% |
| 3Y | +52.4% | +77.6% | -25.1% | -5.0% |
| 5Y | +61.5% | +82.4% | -20.9% | -2.5% |
| 10Y | +216.4% | +316.8% | -100.5% | -5.1% |
| All | +473.0% | +817.1% | -344.0% | -14.1% |
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