-99.2%
STI vs VOO
+96.4%
-195.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | -0.4% |
| 7D | -8.3% | -0.9% | -7.4% | -7.4% |
| 30D | -23.5% | -2.3% | -21.1% | -21.4% |
| 3M | -48.6% | -1.2% | -47.4% | -47.9% |
| 6M | -21.4% | +3.3% | -24.8% | -25.5% |
| YTD | -42.6% | +12.3% | -54.9% | -50.5% |
| 1Y | -60.5% | +12.5% | -73.0% | -65.9% |
| 3Y | -99.3% | +79.2% | -178.4% | -99.5% |
| All | -99.2% | +96.4% | -195.6% | -99.4% |
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