-33.8%
STIM vs VOO
+11.8%
-45.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -0.3% | -11.4% | -11.0% |
| 7D | -41.2% | +3.3% | -44.4% | -45.8% |
| 30D | -28.1% | -2.7% | -25.5% | -23.2% |
| 3M | -55.5% | -1.7% | -53.7% | -53.5% |
| 6M | +12.6% | +3.1% | +9.5% | +5.7% |
| YTD | +3.6% | +11.9% | -8.3% | -21.3% |
| 1Y | -33.8% | +12.1% | -45.9% | -49.8% |
| All | -33.8% | +11.8% | -45.6% | -49.8% |
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