+2,113.4%
STLD vs VOO
+777.9%
+1,335.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.1% |
| 7D | -11.1% | -2.7% | -8.4% | -7.8% |
| 30D | -4.8% | -5.4% | +0.6% | +2.3% |
| 3M | -14.6% | -4.1% | -10.5% | -9.8% |
| 6M | -7.4% | +0.7% | -8.2% | -8.7% |
| YTD | +32.6% | +8.7% | +23.8% | +18.4% |
| 1Y | +47.3% | +11.0% | +36.4% | +28.1% |
| 3Y | +107.5% | +75.5% | +32.1% | -1.4% |
| 5Y | +268.8% | +68.4% | +200.5% | +85.1% |
| 10Y | +883.3% | +315.7% | +567.6% | +38.3% |
| All | +2,113.4% | +777.9% | +1,335.5% | +5.6% |
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