+7,301.3%
STRL vs VOO
+315.3%
+6,986.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.8% |
| 7D | +8.2% | -0.4% | +8.6% | +8.7% |
| 30D | -6.3% | -1.4% | -4.9% | -4.5% |
| 3M | -41.2% | +3.7% | -44.9% | -43.7% |
| 6M | +20.4% | +13.0% | +7.3% | +5.1% |
| YTD | +61.7% | +12.4% | +49.3% | +42.6% |
| 1Y | +72.7% | +18.6% | +54.1% | +44.6% |
| 3Y | +530.9% | +78.1% | +452.9% | +242.3% |
| 5Y | +2,125.4% | +82.3% | +2,043.1% | +1,072.7% |
| 10Y | +7,301.3% | +322.5% | +6,978.8% | +1,331.8% |
| All | +7,301.3% | +315.3% | +6,986.0% | +1,331.8% |
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