+643.8%
STK vs VOO
+314.4%
+329.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.3% | +2.6% | +2.4% |
| 7D | -0.4% | -0.9% | +0.5% | +0.9% |
| 30D | -7.2% | -2.3% | -4.8% | -4.3% |
| 3M | -0.7% | -1.2% | +0.5% | +1.0% |
| 6M | +1.0% | +3.3% | -2.4% | -1.8% |
| YTD | +43.9% | +12.3% | +31.6% | +27.8% |
| 1Y | +42.3% | +12.5% | +29.8% | +26.3% |
| 3Y | +135.8% | +79.2% | +56.6% | +24.4% |
| 5Y | +121.3% | +75.7% | +45.6% | +20.7% |
| 10Y | +643.8% | +313.7% | +330.1% | +40.8% |
| All | +643.8% | +314.4% | +329.4% | +40.8% |
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 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