+245.3%
STN vs VOO
+315.3%
-70.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.9% | -3.0% |
| 7D | -2.9% | -0.4% | -2.6% | -2.7% |
| 30D | -3.7% | -1.4% | -2.3% | -2.7% |
| 3M | -4.3% | +3.7% | -8.0% | -7.0% |
| 6M | -22.4% | +13.0% | -35.4% | -29.3% |
| YTD | -24.9% | +12.4% | -37.4% | -31.2% |
| 1Y | -34.2% | +18.6% | -52.8% | -41.9% |
| 3Y | +9.7% | +78.1% | -68.3% | -28.0% |
| 5Y | +48.0% | +82.3% | -34.2% | -5.2% |
| 10Y | +245.3% | +322.5% | -77.3% | +2.3% |
| All | +245.3% | +315.3% | -70.0% | +2.3% |
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