-98.5%
STI vs VOO
+98.6%
-197.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.9% |
| 7D | +1.9% | +0.1% | +1.7% | +1.7% |
| 30D | +19.8% | +0.1% | +19.7% | +19.7% |
| 3M | -66.1% | +2.0% | -68.2% | -67.6% |
| 6M | +87.6% | +13.0% | +74.5% | +58.7% |
| YTD | +8.5% | +13.6% | -5.1% | -7.8% |
| 1Y | +12.1% | +20.1% | -8.0% | -8.6% |
| 3Y | -98.6% | +77.6% | -176.1% | -99.0% |
| All | -98.5% | +98.6% | -197.0% | -98.9% |
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