-52.4%
STLU vs VOO
+16.8%
-69.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.3% | +6.8% | +2.9% |
| 7D | -19.4% | -0.9% | -18.5% | -15.9% |
| 30D | -45.1% | -2.3% | -42.8% | -38.1% |
| 3M | -29.3% | -1.2% | -28.2% | -23.7% |
| 6M | -50.5% | +3.3% | -53.8% | -53.3% |
| All | -52.4% | +16.8% | -69.2% | -67.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling