+50.9%
STLD vs VOO
+12.4%
+38.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.3% | -0.4% |
| 7D | -9.7% | +0.1% | -9.7% | -9.5% |
| 30D | -4.5% | -3.3% | -1.2% | -1.0% |
| 3M | -13.1% | -2.4% | -10.7% | -10.7% |
| 6M | -2.8% | +2.6% | -5.4% | -5.4% |
| YTD | +35.3% | +11.3% | +24.1% | +17.5% |
| All | +50.9% | +12.4% | +38.5% | +30.7% |
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