+28.4%
STRF vs VOO
+33.2%
-4.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.5% | -1.3% |
| 7D | +1.1% | +0.1% | +1.1% | +1.0% |
| 30D | -0.2% | -3.3% | +3.1% | +1.4% |
| 3M | +9.9% | -2.4% | +12.3% | +11.1% |
| 6M | +7.6% | +2.6% | +5.0% | +5.9% |
| YTD | +10.0% | +11.3% | -1.3% | +3.9% |
| 1Y | +3.5% | +13.4% | -9.9% | -2.9% |
| All | +28.4% | +33.2% | -4.8% | +12.9% |
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