-13.1%
STIM vs VOO
+19.5%
-32.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.9% |
| 7D | +3.2% | +0.5% | +2.6% | +1.8% |
| 30D | +23.1% | -0.9% | +24.0% | +24.9% |
| 3M | +128.9% | +3.9% | +125.0% | +109.2% |
| 6M | +112.3% | +14.5% | +97.8% | +55.0% |
| YTD | +112.3% | +13.0% | +99.4% | +63.1% |
| 1Y | -13.1% | +19.4% | -32.5% | -38.5% |
| All | -13.1% | +19.5% | -32.5% | -38.5% |
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 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