-91.5%
STEX vs VOO
+79.1%
-170.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.3% | -4.5% | -4.3% |
| 7D | -4.0% | +3.3% | -7.3% | -8.9% |
| 30D | -31.7% | -2.7% | -29.0% | -28.1% |
| 3M | -62.6% | -1.7% | -60.9% | -61.2% |
| 6M | -65.1% | +3.1% | -68.3% | -66.2% |
| YTD | -89.7% | +11.9% | -101.6% | -91.1% |
| 1Y | -92.8% | +12.1% | -104.9% | -93.8% |
| All | -91.5% | +79.1% | -170.6% | -95.3% |
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