-3.0%
STRD vs VOO
+27.9%
-30.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -2.3% |
| 7D | +0.4% | +0.1% | +0.3% | +0.2% |
| 30D | -4.0% | -3.3% | -0.7% | -1.5% |
| 3M | +9.6% | -2.4% | +12.0% | +11.6% |
| 6M | -1.8% | +2.6% | -4.4% | -4.0% |
| YTD | +2.4% | +11.3% | -8.9% | -6.7% |
| 1Y | +5.8% | +13.4% | -7.7% | -5.2% |
| All | -3.0% | +27.9% | -30.9% | -21.6% |
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