+126.3%
STLA vs VOO
+806.9%
-680.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.3% | -4.8% | -5.0% |
| 7D | -11.6% | -0.9% | -10.7% | -10.8% |
| 30D | -6.2% | -2.3% | -3.8% | -3.6% |
| 3M | -24.6% | -1.2% | -23.4% | -23.5% |
| 6M | -44.9% | +3.3% | -48.2% | -46.9% |
| YTD | -62.3% | +12.3% | -74.6% | -67.2% |
| 1Y | -61.8% | +12.5% | -74.3% | -66.8% |
| 3Y | -75.3% | +79.2% | -154.5% | -87.2% |
| 5Y | -72.5% | +75.7% | -148.2% | -85.2% |
| 10Y | +0.8% | +313.7% | -312.9% | -76.7% |
| All | +126.3% | +806.9% | -680.6% | -71.6% |
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