+782.2%
STLD vs VOO
+317.9%
+464.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.3% | -0.8% |
| 7D | -9.7% | +0.1% | -9.7% | -9.7% |
| 30D | -4.5% | -3.3% | -1.2% | -0.5% |
| 3M | -13.1% | -2.4% | -10.7% | -10.5% |
| 6M | -2.8% | +2.6% | -5.4% | -6.1% |
| YTD | +35.3% | +11.3% | +24.1% | +18.5% |
| 1Y | +51.4% | +13.4% | +37.9% | +29.4% |
| 3Y | +117.9% | +80.3% | +37.7% | +6.1% |
| 5Y | +272.6% | +72.7% | +199.9% | +92.1% |
| 10Y | +782.2% | +310.0% | +472.2% | +54.0% |
| All | +782.2% | +317.9% | +464.3% | +54.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling