+43.8%
STIP vs VOO
+699.1%
-655.3%
-5.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.4% | +4.5% | +0.2% |
| 7D | -0.5% | -4.7% | +4.2% | -0.4% |
| 30D | +0.5% | -5.9% | +6.4% | +0.6% |
| 3M | -0.1% | -4.5% | +4.4% | 0.0% |
| 6M | -0.2% | +1.9% | -2.1% | -0.3% |
| YTD | +1.7% | +8.4% | -6.7% | +1.5% |
| 1Y | +2.0% | +9.5% | -7.4% | +1.9% |
| 3Y | +14.6% | +75.3% | -60.7% | +13.4% |
| 5Y | +15.0% | +67.9% | -52.8% | +13.7% |
| 10Y | +35.1% | +314.4% | -279.3% | +32.6% |
| All | +43.8% | +699.1% | -655.3% | +41.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling