+465.1%
STM vs VOO
+309.6%
+155.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.2% |
| 7D | +12.0% | +2.6% | +9.4% | +7.6% |
| 30D | -0.4% | -2.0% | +1.6% | +3.8% |
| 3M | -13.2% | -2.8% | -10.4% | -8.1% |
| 6M | -26.1% | +2.2% | -28.2% | -26.3% |
| YTD | +81.2% | +11.5% | +69.7% | +59.5% |
| 1Y | +98.3% | +13.5% | +84.8% | +70.1% |
| 3Y | +16.7% | +78.1% | -61.4% | -47.9% |
| 5Y | -4.8% | +73.1% | -78.0% | -54.1% |
| All | +465.1% | +309.6% | +155.4% | -16.0% |
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 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