-59.6%
STRR vs VOO
+67.9%
-127.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.1% |
| 7D | -6.9% | -2.7% | -4.2% | -5.8% |
| 30D | -8.8% | -5.4% | -3.4% | -6.5% |
| 3M | -20.6% | -4.1% | -16.5% | -19.1% |
| 6M | -3.0% | +0.7% | -3.7% | -3.5% |
| YTD | -18.9% | +8.7% | -27.7% | -22.4% |
| 1Y | -11.0% | +11.0% | -22.0% | -15.7% |
| 3Y | -44.6% | +75.5% | -120.0% | -59.3% |
| All | -59.6% | +67.9% | -127.5% | -66.0% |
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 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