+22.2%
STRC vs VOO
+17.3%
+4.9%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.2% |
| 7D | +0.9% | -2.7% | +3.6% | +2.3% |
| 30D | +1.1% | -5.4% | +6.5% | +4.2% |
| 3M | +9.1% | -4.1% | +13.2% | +11.5% |
| 6M | +6.5% | +0.7% | +5.7% | +5.9% |
| YTD | +11.9% | +8.7% | +3.2% | +8.4% |
| 1Y | +12.7% | +11.0% | +1.7% | +8.0% |
| All | +22.2% | +17.3% | +4.9% | +13.5% |
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