+122.3%
STLD vs VOO
+78.5%
+43.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.9% | -2.8% |
| 7D | +2.9% | +2.6% | +0.4% | -0.1% |
| 30D | -5.6% | -2.0% | -3.6% | -3.3% |
| 3M | -11.7% | -2.8% | -9.0% | -8.8% |
| 6M | -2.8% | +2.2% | -4.9% | -5.4% |
| YTD | +36.4% | +11.5% | +24.9% | +19.6% |
| 1Y | +50.0% | +13.5% | +36.5% | +28.7% |
| 3Y | +122.3% | +78.1% | +44.2% | +19.8% |
| All | +122.3% | +78.5% | +43.8% | +19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling