+35.3%
STIP vs VOO
+314.4%
-279.1%
-5.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | -0.3% | -0.9% | +0.6% | -0.3% |
| 30D | +0.1% | -2.3% | +2.5% | +0.2% |
| 3M | -0.3% | -1.2% | +0.8% | -0.3% |
| 6M | -0.5% | +3.3% | -3.9% | -0.6% |
| YTD | +1.5% | +12.3% | -10.8% | +1.2% |
| 1Y | +1.6% | +12.5% | -10.9% | +1.3% |
| 3Y | +15.0% | +79.2% | -64.2% | +13.1% |
| 5Y | +14.6% | +75.7% | -61.1% | +12.5% |
| 10Y | +35.3% | +313.7% | -278.4% | +32.0% |
| All | +35.3% | +314.4% | -279.1% | +32.0% |
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