-5.7%
STIM vs VOO
+14.7%
-20.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.7% | +1.6% | +18.1% | +15.9% |
| 7D | +19.7% | -0.7% | +20.4% | +22.1% |
| 30D | +23.0% | -1.1% | +24.0% | +26.5% |
| 3M | +17.6% | -0.3% | +17.9% | +18.5% |
| 6M | +33.9% | +7.4% | +26.6% | +13.8% |
| YTD | +96.0% | +13.4% | +82.7% | +46.1% |
| 1Y | -5.7% | +14.8% | -20.5% | -33.3% |
| All | -5.7% | +14.7% | -20.4% | -33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling