-6.4%
STRD vs VOO
+28.7%
-35.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.6% |
| 7D | -3.6% | +3.3% | -6.9% | -6.0% |
| 30D | -7.9% | -2.7% | -5.2% | -5.9% |
| 3M | +2.4% | -1.7% | +4.1% | +3.8% |
| 6M | -6.0% | +3.1% | -9.2% | -8.5% |
| YTD | -1.2% | +11.9% | -13.1% | -10.3% |
| 1Y | +3.3% | +12.1% | -8.8% | -6.7% |
| All | -6.4% | +28.7% | -35.1% | -24.7% |
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