-98.6%
STI vs VOO
+96.6%
-195.2%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.7% |
| 7D | -6.2% | -0.4% | -5.8% | -5.8% |
| 30D | -15.7% | -1.4% | -14.4% | -14.5% |
| 3M | -65.2% | +3.7% | -68.9% | -67.0% |
| 6M | +84.9% | +13.0% | +71.9% | +56.2% |
| YTD | +0.4% | +12.4% | -12.0% | -13.7% |
| 1Y | +31.9% | +18.6% | +13.3% | +8.9% |
| 3Y | -98.7% | +78.1% | -176.8% | -99.0% |
| All | -98.6% | +96.6% | -195.2% | -99.0% |
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