-99.2%
STEX vs VOO
+365.8%
-465.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +4.0% |
| 7D | -7.4% | +0.1% | -7.5% | -7.5% |
| 30D | -1.4% | +0.1% | -1.4% | -1.2% |
| 3M | -39.4% | +2.0% | -41.4% | -40.1% |
| 6M | -66.3% | +13.0% | -79.3% | -69.7% |
| YTD | -76.4% | +13.6% | -90.0% | -78.9% |
| 1Y | -84.4% | +20.1% | -104.4% | -86.6% |
| 3Y | -87.7% | +77.6% | -165.2% | -92.5% |
| 5Y | -97.7% | +82.4% | -180.1% | -98.6% |
| 10Y | -98.2% | +316.8% | -415.0% | -99.4% |
| All | -99.2% | +365.8% | -465.0% | -99.7% |
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