+80.8%
STLD vs VOO
+19.5%
+61.3%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.1% |
| 7D | +2.7% | +0.5% | +2.1% | +2.0% |
| 30D | -8.4% | -0.9% | -7.5% | -7.4% |
| 3M | -9.9% | +3.9% | -13.7% | -13.9% |
| 6M | +33.0% | +14.5% | +18.5% | +11.2% |
| YTD | +42.6% | +13.0% | +29.6% | +20.8% |
| 1Y | +80.8% | +19.4% | +61.3% | +43.3% |
| All | +80.8% | +19.5% | +61.3% | +43.3% |
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