-99.6%
STEX vs VOO
+345.9%
-445.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +3.7% |
| 7D | -12.6% | -2.7% | -9.9% | -10.0% |
| 30D | -36.3% | -5.4% | -30.9% | -32.4% |
| 3M | -53.1% | -4.1% | -49.1% | -50.8% |
| 6M | -66.4% | +0.7% | -67.2% | -66.3% |
| YTD | -88.8% | +8.7% | -97.5% | -89.5% |
| 1Y | -92.8% | +11.0% | -103.8% | -93.4% |
| 3Y | -92.1% | +75.5% | -167.6% | -95.1% |
| 5Y | -99.0% | +68.4% | -167.4% | -99.4% |
| 10Y | -99.0% | +315.7% | -414.6% | -99.6% |
| All | -99.6% | +345.9% | -445.5% | -99.9% |
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