+103.2%
STRT vs VOO
+317.9%
-214.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -2.3% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | -3.4% | -3.3% | 0.0% | -0.8% |
| 3M | -28.7% | -2.4% | -26.3% | -27.4% |
| 6M | -1.4% | +2.6% | -4.0% | -3.3% |
| YTD | -19.1% | +11.3% | -30.4% | -25.2% |
| 1Y | -8.2% | +13.4% | -21.7% | -16.3% |
| 3Y | +165.5% | +80.3% | +85.2% | +79.4% |
| 5Y | +51.0% | +72.7% | -21.7% | +3.9% |
| 10Y | +103.2% | +310.0% | -206.8% | -38.4% |
| All | +103.2% | +317.9% | -214.7% | -38.4% |
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