-32.5%
STRA vs VOO
+78.5%
-111.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | +4.8% | +2.6% | +2.3% | +3.1% |
| 30D | -32.4% | -2.0% | -30.4% | -31.2% |
| 3M | -32.8% | -2.8% | -30.1% | -31.4% |
| 6M | -29.5% | +2.2% | -31.6% | -30.0% |
| YTD | -30.2% | +11.5% | -41.8% | -34.5% |
| 1Y | -30.1% | +13.5% | -43.6% | -35.2% |
| 3Y | -32.5% | +78.1% | -110.6% | -56.6% |
| All | -32.5% | +78.5% | -111.0% | -56.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling