+847.8%
STM vs VOO
+798.5%
+49.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.3% | +4.4% | +2.9% |
| 7D | -5.6% | +0.1% | -5.7% | -5.3% |
| 30D | -14.4% | -3.3% | -11.1% | -8.8% |
| 3M | -20.5% | -2.4% | -18.1% | -16.3% |
| 6M | -24.5% | +2.6% | -27.1% | -25.2% |
| YTD | +72.7% | +11.3% | +61.4% | +52.0% |
| 1Y | +91.0% | +13.4% | +77.6% | +63.2% |
| 3Y | +13.5% | +80.3% | -66.8% | -51.6% |
| 5Y | -9.2% | +72.7% | -81.9% | -57.1% |
| 10Y | +422.5% | +310.0% | +112.5% | -34.0% |
| All | +847.8% | +798.5% | +49.3% | -71.1% |
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