+2,297.9%
STLD vs VOO
+817.1%
+1,480.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.1% |
| 7D | +3.1% | +0.1% | +3.0% | +3.0% |
| 30D | -9.0% | +0.1% | -9.0% | -9.0% |
| 3M | -12.4% | +2.0% | -14.4% | -15.0% |
| 6M | +25.5% | +13.0% | +12.5% | +6.7% |
| YTD | +43.6% | +13.6% | +30.0% | +21.2% |
| 1Y | +87.2% | +20.1% | +67.1% | +47.1% |
| 3Y | +135.2% | +77.6% | +57.7% | +10.1% |
| 5Y | +290.9% | +82.4% | +208.4% | +76.2% |
| 10Y | +1,113.5% | +316.8% | +796.6% | +71.7% |
| All | +2,297.9% | +817.1% | +1,480.8% | +8.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling