+515.0%
STRL vs VOO
+80.9%
+434.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.4% | +6.1% | +6.6% |
| 7D | +3.4% | +0.1% | +3.3% | +3.1% |
| 30D | -9.2% | +0.1% | -9.3% | -9.3% |
| 3M | -51.0% | +2.0% | -53.1% | -52.7% |
| 6M | +15.8% | +13.0% | +2.7% | -7.9% |
| YTD | +58.9% | +13.6% | +45.3% | +25.5% |
| 1Y | +68.5% | +20.1% | +48.4% | +22.3% |
| All | +515.0% | +80.9% | +434.2% | +145.3% |
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