+493.8%
STEW vs VOO
+803.9%
-310.0%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +2.1% | +3.3% | -1.2% | -0.5% |
| 30D | +8.1% | -2.7% | +10.8% | +10.2% |
| 3M | +2.2% | -1.7% | +3.9% | +3.4% |
| 6M | +9.3% | +3.1% | +6.2% | +6.3% |
| YTD | +6.6% | +11.9% | -5.3% | -3.0% |
| 1Y | +9.4% | +12.1% | -2.7% | -0.6% |
| 3Y | +64.2% | +78.6% | -14.4% | +1.7% |
| 5Y | +70.9% | +73.8% | -2.9% | +7.1% |
| 10Y | +227.2% | +312.3% | -85.1% | -1.1% |
| All | +493.8% | +803.9% | -310.0% | -10.1% |
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