+2,133.0%
STRL vs VOO
+82.3%
+2,050.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.8% | +4.1% |
| 7D | +10.1% | +0.5% | +9.6% | +9.1% |
| 30D | -8.2% | -0.9% | -7.3% | -6.8% |
| 3M | -43.7% | +3.9% | -47.6% | -46.6% |
| 6M | +27.1% | +14.5% | +12.6% | +6.7% |
| YTD | +64.0% | +13.0% | +51.0% | +40.9% |
| 1Y | +75.2% | +19.4% | +55.7% | +41.8% |
| 3Y | +539.9% | +78.9% | +461.0% | +241.4% |
| 5Y | +2,133.0% | +82.3% | +2,050.7% | +1,095.8% |
| All | +2,133.0% | +82.3% | +2,050.7% | +1,095.8% |
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 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