-70.1%
STLA vs VOO
+72.0%
-142.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.6% | -3.3% |
| 7D | -6.4% | +0.1% | -6.4% | -6.6% |
| 30D | -1.3% | -3.3% | +2.0% | +3.1% |
| 3M | -19.9% | -2.4% | -17.5% | -17.2% |
| 6M | -42.9% | +2.6% | -45.5% | -44.7% |
| YTD | -59.4% | +11.3% | -70.7% | -64.9% |
| 1Y | -56.8% | +13.4% | -70.3% | -63.6% |
| 3Y | -73.1% | +80.3% | -153.4% | -87.3% |
| 5Y | -70.1% | +72.7% | -142.8% | -85.1% |
| All | -70.1% | +72.0% | -142.0% | -85.1% |
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