-40.0%
STLU vs VOO
+2.1%
-42.2%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -4.4% | -9.3% | +7.4% |
| 7D | -16.3% | -4.7% | -11.6% | +5.9% |
| 30D | -50.2% | -5.9% | -44.3% | -31.7% |
| 3M | -29.7% | -4.5% | -25.2% | -9.9% |
| 6M | -40.0% | +1.9% | -41.9% | -48.0% |
| All | -40.0% | +2.1% | -42.2% | -48.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling