+159.2%
STHH vs VOO
+42.6%
+116.5%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | +0.7% |
| 7D | +4.4% | +0.5% | +3.9% | +3.2% |
| 30D | -7.6% | -0.9% | -6.6% | -5.7% |
| 3M | -30.1% | +3.9% | -34.0% | -34.7% |
| 6M | +66.8% | +14.5% | +52.3% | +29.9% |
| YTD | +104.6% | +13.0% | +91.7% | +64.6% |
| 1Y | +102.4% | +19.4% | +83.0% | +45.8% |
| All | +159.2% | +42.6% | +116.5% | +29.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling