-60.7%
STHO vs VOO
+99.7%
-160.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.6% |
| 7D | +4.4% | +2.6% | +1.8% | +2.2% |
| 30D | -1.7% | -2.0% | +0.2% | -0.2% |
| 3M | -18.9% | -2.8% | -16.2% | -17.2% |
| 6M | -8.9% | +2.2% | -11.1% | -11.1% |
| YTD | -4.4% | +11.5% | -15.9% | -14.0% |
| 1Y | +2.6% | +13.5% | -10.9% | -9.2% |
| 3Y | -28.8% | +78.1% | -106.9% | -63.0% |
| All | -60.7% | +99.7% | -160.3% | -80.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling