-89.5%
STIM vs VOO
+223.0%
-312.5%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.5% |
| 7D | +3.2% | +0.5% | +2.6% | +2.3% |
| 30D | +23.1% | -0.9% | +24.0% | +24.3% |
| 3M | +128.9% | +3.9% | +125.0% | +117.6% |
| 6M | +112.3% | +14.5% | +97.8% | +78.1% |
| YTD | +112.3% | +13.0% | +99.4% | +83.0% |
| 1Y | -13.1% | +19.4% | -32.5% | -30.0% |
| 3Y | +97.3% | +78.9% | +18.4% | -2.1% |
| 5Y | -58.3% | +82.3% | -140.6% | -79.6% |
| All | -89.5% | +223.0% | -312.5% | -96.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling