-73.1%
STLA vs VOO
+78.4%
-151.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.6% | -3.5% |
| 7D | -6.4% | +0.1% | -6.4% | -6.6% |
| 30D | -1.3% | -3.3% | +2.0% | +3.4% |
| 3M | -19.9% | -2.4% | -17.5% | -17.1% |
| 6M | -42.9% | +2.6% | -45.5% | -44.8% |
| YTD | -59.4% | +11.3% | -70.7% | -65.3% |
| 1Y | -56.8% | +13.4% | -70.3% | -64.2% |
| 3Y | -73.1% | +80.3% | -153.4% | -87.4% |
| All | -73.1% | +78.4% | -151.5% | -87.4% |
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 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