-96.5%
STFS vs VOO
+35.1%
-131.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +1.3% | -7.9% | -7.2% |
| 7D | -17.1% | -0.9% | -16.2% | -16.8% |
| 30D | +22.5% | -2.3% | +24.8% | +23.7% |
| 3M | +10.5% | -1.2% | +11.7% | +10.7% |
| 6M | -54.8% | +3.3% | -58.1% | -55.8% |
| YTD | +13.0% | +12.3% | +0.7% | +8.0% |
| 1Y | -37.2% | +12.5% | -49.7% | -40.0% |
| All | -96.5% | +35.1% | -131.6% | -96.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling