+1,376.0%
STK vs VOO
+817.1%
+558.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | +0.1% | +0.1% | -0.1% | -0.1% |
| 30D | +3.2% | +0.1% | +3.1% | +3.1% |
| 3M | -5.8% | +2.0% | -7.9% | -7.3% |
| 6M | +34.6% | +13.0% | +21.6% | +19.5% |
| YTD | +47.2% | +13.6% | +33.6% | +30.1% |
| 1Y | +75.9% | +20.1% | +55.8% | +47.2% |
| 3Y | +130.6% | +77.6% | +53.1% | +30.0% |
| 5Y | +153.6% | +82.4% | +71.2% | +40.9% |
| 10Y | +653.6% | +316.8% | +336.8% | +101.2% |
| All | +1,376.0% | +817.1% | +558.9% | +113.6% |
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