-50.3%
STHO vs VOO
+103.4%
-153.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.4% | +2.4% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +5.9% | +0.1% | +5.8% | +5.8% |
| 3M | +10.3% | +2.0% | +8.3% | +8.1% |
| 6M | +14.3% | +13.0% | +1.2% | +2.0% |
| YTD | +20.7% | +13.6% | +7.1% | +7.1% |
| 1Y | +15.7% | +20.1% | -4.3% | -2.5% |
| 3Y | -26.7% | +77.6% | -104.2% | -62.0% |
| All | -50.3% | +103.4% | -153.7% | -75.2% |
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