+1,315.1%
STK vs VOO
+798.5%
+516.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.3% | +1.8% | +1.7% |
| 7D | -1.5% | +0.1% | -1.6% | -1.4% |
| 30D | -9.2% | -3.3% | -5.9% | -5.6% |
| 3M | -3.0% | -2.4% | -0.6% | -0.2% |
| 6M | +0.4% | +2.6% | -2.2% | -1.3% |
| YTD | +41.1% | +11.3% | +29.8% | +27.9% |
| 1Y | +40.5% | +13.4% | +27.1% | +25.1% |
| 3Y | +134.6% | +80.3% | +54.3% | +30.6% |
| 5Y | +119.1% | +72.7% | +46.4% | +29.0% |
| 10Y | +612.5% | +310.0% | +302.5% | +94.2% |
| All | +1,315.1% | +798.5% | +516.6% | +110.0% |
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