+2,556.9%
STRL vs VOO
+798.5%
+1,758.5%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +2.3% | +12.6% | +11.8% |
| 7D | -13.3% | +0.1% | -13.4% | -13.2% |
| 30D | -43.3% | -3.3% | -40.0% | -40.2% |
| 3M | -46.9% | -2.4% | -44.5% | -44.5% |
| 6M | -65.6% | +2.6% | -68.2% | -66.0% |
| YTD | -5.1% | +11.3% | -16.4% | -14.1% |
| 1Y | -23.1% | +13.4% | -36.5% | -31.5% |
| 3Y | +346.8% | +80.3% | +266.6% | +138.0% |
| 5Y | +907.2% | +72.7% | +834.5% | +462.2% |
| 10Y | +3,988.2% | +310.0% | +3,678.2% | +692.3% |
| All | +2,556.9% | +798.5% | +1,758.5% | +32.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling