+7.8%
STRK vs VOO
+31.6%
-23.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.0% | +0.9% |
| 7D | +6.7% | +0.5% | +6.1% | +6.3% |
| 30D | +16.6% | -0.9% | +17.5% | +17.4% |
| 3M | +19.0% | +3.9% | +15.1% | +15.7% |
| 6M | +4.5% | +14.5% | -10.0% | -5.1% |
| YTD | +4.8% | +13.0% | -8.2% | -3.8% |
| 1Y | -7.7% | +19.4% | -27.2% | -17.9% |
| All | +7.8% | +31.6% | -23.8% | -1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling