+143.4%
STLA vs VOO
+798.5%
-655.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.6% | -3.0% |
| 7D | -6.4% | +0.1% | -6.4% | -6.5% |
| 30D | -1.3% | -3.3% | +2.0% | +2.6% |
| 3M | -19.9% | -2.4% | -17.5% | -17.5% |
| 6M | -42.9% | +2.6% | -45.5% | -44.4% |
| YTD | -59.4% | +11.3% | -70.7% | -64.3% |
| 1Y | -56.8% | +13.4% | -70.3% | -62.8% |
| 3Y | -73.1% | +80.3% | -153.4% | -86.1% |
| 5Y | -70.1% | +72.7% | -142.8% | -83.5% |
| 10Y | +19.8% | +310.0% | -290.2% | -72.0% |
| All | +143.4% | +798.5% | -655.1% | -69.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling