-99.0%
STEX vs VOO
+72.6%
-171.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.7% |
| 7D | -4.7% | +2.6% | -7.3% | -7.6% |
| 30D | -24.9% | -2.0% | -22.9% | -22.6% |
| 3M | -62.7% | -2.8% | -59.9% | -61.1% |
| 6M | -63.4% | +2.2% | -65.6% | -63.8% |
| YTD | -89.3% | +11.5% | -100.9% | -90.4% |
| 1Y | -91.9% | +13.5% | -105.4% | -92.8% |
| 3Y | -91.2% | +78.1% | -169.3% | -94.9% |
| All | -99.0% | +72.6% | -171.6% | -99.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling