+671.0%
STK vs VOO
+315.3%
+355.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -0.8% |
| 7D | +0.2% | -0.4% | +0.5% | +0.6% |
| 30D | +0.6% | -1.4% | +2.0% | +2.3% |
| 3M | +5.9% | +3.7% | +2.2% | +1.9% |
| 6M | +36.4% | +13.0% | +23.3% | +19.6% |
| YTD | +46.0% | +12.4% | +33.6% | +29.0% |
| 1Y | +70.7% | +18.6% | +52.1% | +42.3% |
| 3Y | +135.2% | +78.1% | +57.1% | +24.4% |
| 5Y | +154.7% | +82.3% | +72.4% | +32.7% |
| 10Y | +671.0% | +322.5% | +348.5% | +47.2% |
| All | +671.0% | +315.3% | +355.7% | +47.2% |
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