+1,009.8%
STM vs VOO
+817.1%
+192.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.5% |
| 7D | +5.8% | +0.1% | +5.7% | +5.6% |
| 30D | -1.0% | +0.1% | -1.1% | -1.0% |
| 3M | -33.3% | +2.0% | -35.3% | -34.2% |
| 6M | +57.4% | +13.0% | +44.3% | +33.1% |
| YTD | +102.2% | +13.6% | +88.6% | +70.4% |
| 1Y | +99.6% | +20.1% | +79.5% | +54.3% |
| 3Y | +14.5% | +77.6% | -63.0% | -50.5% |
| 5Y | +21.4% | +82.4% | -61.1% | -47.9% |
| 10Y | +695.0% | +316.8% | +378.1% | -3.3% |
| All | +1,009.8% | +817.1% | +192.7% | -67.7% |
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