-65.6%
STLA vs VOO
+79.1%
-144.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.3% |
| 7D | +0.7% | +0.5% | +0.2% | 0.0% |
| 30D | -2.4% | -0.9% | -1.4% | -0.9% |
| 3M | -23.9% | +3.9% | -27.8% | -27.7% |
| 6M | -24.6% | +14.5% | -39.2% | -37.3% |
| YTD | -50.5% | +13.0% | -63.5% | -58.4% |
| 1Y | -39.8% | +19.4% | -59.3% | -53.1% |
| 3Y | -65.6% | +78.9% | -144.5% | -83.9% |
| All | -65.6% | +79.1% | -144.7% | -83.9% |
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