+1.7%
STRA vs VOO
+311.2%
-309.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.8% | +1.7% |
| 7D | -5.8% | +3.3% | -9.1% | -8.2% |
| 30D | -32.7% | -2.7% | -30.1% | -30.8% |
| 3M | -30.7% | -1.7% | -28.9% | -29.3% |
| 6M | -28.8% | +3.1% | -31.9% | -30.5% |
| YTD | -29.8% | +11.9% | -41.7% | -35.8% |
| 1Y | -28.9% | +12.1% | -41.0% | -35.2% |
| 3Y | -31.8% | +78.6% | -110.4% | -57.8% |
| 5Y | +4.4% | +73.8% | -69.4% | -34.5% |
| All | +1.7% | +311.2% | -309.5% | -73.6% |
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