+578.7%
STN vs VOO
+817.1%
-238.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +1.0% |
| 7D | -1.7% | +0.1% | -1.8% | -1.8% |
| 30D | +0.5% | +0.1% | +0.5% | +0.5% |
| 3M | -2.1% | +2.0% | -4.1% | -3.9% |
| 6M | -20.4% | +13.0% | -33.4% | -28.2% |
| YTD | -21.7% | +13.6% | -35.3% | -29.6% |
| 1Y | -32.4% | +20.1% | -52.5% | -41.9% |
| 3Y | +12.2% | +77.6% | -65.4% | -30.4% |
| 5Y | +52.6% | +82.4% | -29.8% | -8.3% |
| 10Y | +241.7% | +316.8% | -75.1% | -6.9% |
| All | +578.7% | +817.1% | -238.4% | -19.2% |
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