-53.0%
STLU vs VOO
+16.4%
-69.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | +0.2% |
| 7D | -7.8% | +3.3% | -11.0% | -20.1% |
| 30D | -42.9% | -2.7% | -40.2% | -34.7% |
| 3M | -27.7% | -1.7% | -26.0% | -19.8% |
| 6M | -47.1% | +3.1% | -50.2% | -49.6% |
| All | -53.0% | +16.4% | -69.4% | -67.2% |
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