+340.6%
STRL vs VOO
+78.5%
+262.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.2% |
| 7D | +15.7% | +2.6% | +13.1% | +9.7% |
| 30D | -35.5% | -2.0% | -33.5% | -31.8% |
| 3M | -47.1% | -2.8% | -44.4% | -42.9% |
| 6M | -65.8% | +2.2% | -67.9% | -66.5% |
| YTD | -4.5% | +11.5% | -16.0% | -20.7% |
| 1Y | -10.5% | +13.5% | -24.0% | -27.7% |
| 3Y | +340.6% | +78.1% | +262.5% | +87.8% |
| All | +340.6% | +78.5% | +262.1% | +87.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling