+26.9%
STRF vs VOO
+35.9%
-9.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +2.6% | +0.1% | +2.5% | +2.5% |
| 30D | +8.3% | +0.1% | +8.3% | +8.3% |
| 3M | +12.4% | +2.0% | +10.4% | +11.1% |
| 6M | +8.8% | +13.0% | -4.2% | +2.1% |
| YTD | +8.7% | +13.6% | -4.9% | +1.8% |
| 1Y | +3.4% | +20.1% | -16.7% | -5.2% |
| All | +26.9% | +35.9% | -9.1% | +10.5% |
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