-63.2%
STLA vs VOO
+81.6%
-144.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.2% |
| 7D | +0.4% | -0.4% | +0.7% | +0.9% |
| 30D | -5.2% | -1.4% | -3.8% | -3.3% |
| 3M | -24.9% | +3.7% | -28.6% | -28.3% |
| 6M | -25.2% | +13.0% | -38.2% | -36.1% |
| YTD | -51.4% | +12.4% | -63.9% | -58.6% |
| 1Y | -40.7% | +18.6% | -59.3% | -52.6% |
| 3Y | -66.3% | +78.1% | -144.3% | -83.9% |
| 5Y | -63.2% | +82.3% | -145.5% | -82.8% |
| All | -63.2% | +81.6% | -144.8% | -82.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling