-64.0%
STLA vs VOO
+12.1%
-76.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -0.6% |
| 7D | -13.8% | +2.6% | -16.3% | -16.3% |
| 30D | -10.5% | -2.0% | -8.6% | -8.4% |
| 3M | -28.9% | -2.8% | -26.1% | -26.4% |
| 6M | -49.7% | +2.2% | -51.9% | -50.6% |
| YTD | -64.9% | +11.5% | -76.4% | -68.8% |
| 1Y | -64.0% | +13.5% | -77.5% | -69.4% |
| All | -64.0% | +12.1% | -76.1% | -69.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling