-38.2%
STRR vs VOO
+314.0%
-352.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.9% |
| 7D | +1.5% | +0.5% | +1.0% | +1.3% |
| 30D | -7.1% | -0.9% | -6.1% | -6.8% |
| 3M | -1.9% | +3.9% | -5.8% | -3.4% |
| 6M | +4.3% | +14.5% | -10.3% | -1.1% |
| YTD | -6.7% | +13.0% | -19.6% | -11.0% |
| 1Y | +9.0% | +19.4% | -10.4% | +1.7% |
| 3Y | -51.7% | +78.9% | -130.6% | -61.6% |
| 5Y | -38.7% | +82.3% | -121.0% | -51.6% |
| 10Y | -38.2% | +314.2% | -352.4% | -64.0% |
| All | -38.2% | +314.0% | -352.2% | -64.0% |
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