+31.2%
STGW vs VOO
+812.0%
-780.8%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.4% |
| 7D | +1.3% | +0.5% | +0.7% | +0.6% |
| 30D | -5.5% | -0.9% | -4.5% | -4.3% |
| 3M | +34.6% | +3.9% | +30.7% | +27.8% |
| 6M | +65.5% | +14.5% | +50.9% | +38.3% |
| YTD | +77.3% | +13.0% | +64.3% | +51.5% |
| 1Y | +56.8% | +19.4% | +37.4% | +24.3% |
| 3Y | +63.3% | +78.9% | -15.6% | -22.4% |
| 5Y | +0.1% | +82.3% | -82.2% | -53.0% |
| 10Y | -30.5% | +314.2% | -344.7% | -88.5% |
| All | +31.2% | +812.0% | -780.8% | -92.6% |
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