+1,080.4%
STLD vs VOO
+314.0%
+766.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | 0.0% |
| 7D | +2.7% | +0.5% | +2.1% | +2.0% |
| 30D | -8.4% | -0.9% | -7.5% | -7.3% |
| 3M | -9.9% | +3.9% | -13.7% | -14.3% |
| 6M | +33.0% | +14.5% | +18.5% | +12.5% |
| YTD | +42.6% | +13.0% | +29.6% | +22.6% |
| 1Y | +80.8% | +19.4% | +61.3% | +45.4% |
| 3Y | +143.4% | +78.9% | +64.6% | +19.4% |
| 5Y | +293.4% | +82.3% | +211.1% | +89.1% |
| 10Y | +1,080.4% | +314.2% | +766.2% | +89.2% |
| All | +1,080.4% | +314.0% | +766.4% | +89.2% |
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