+87.2%
STLD vs VOO
+20.9%
+66.3%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.2% |
| 7D | +3.1% | +0.1% | +3.0% | +3.0% |
| 30D | -9.0% | +0.1% | -9.0% | -9.0% |
| 3M | -12.4% | +2.0% | -14.4% | -14.1% |
| 6M | +25.5% | +13.0% | +12.5% | +7.0% |
| YTD | +43.6% | +13.6% | +30.0% | +21.1% |
| 1Y | +87.2% | +20.1% | +67.1% | +49.7% |
| All | +87.2% | +20.9% | +66.3% | +49.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling