+3,786.6%
STRL vs VOO
+311.2%
+3,475.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.3% |
| 7D | +23.4% | +3.3% | +20.2% | +18.6% |
| 30D | -39.5% | -2.7% | -36.8% | -36.6% |
| 3M | -45.1% | -1.7% | -43.3% | -43.1% |
| 6M | -64.6% | +3.1% | -67.7% | -65.2% |
| YTD | -1.5% | +11.9% | -13.5% | -11.6% |
| 1Y | -20.8% | +12.1% | -32.8% | -28.4% |
| 3Y | +353.1% | +78.6% | +274.5% | +148.1% |
| 5Y | +942.9% | +73.8% | +869.1% | +488.8% |
| All | +3,786.6% | +311.2% | +3,475.4% | +697.5% |
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 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