+138.4%
STK vs VOO
+79.1%
+59.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.1% | +1.3% |
| 7D | +1.9% | +0.5% | +1.4% | +1.2% |
| 30D | +1.7% | -0.9% | +2.7% | +2.9% |
| 3M | +3.3% | +3.9% | -0.6% | -1.4% |
| 6M | +39.0% | +14.5% | +24.5% | +18.5% |
| YTD | +48.0% | +13.0% | +35.1% | +28.4% |
| 1Y | +73.4% | +19.4% | +54.0% | +41.4% |
| 3Y | +138.4% | +78.9% | +59.5% | +14.7% |
| All | +138.4% | +79.1% | +59.3% | +14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling