+98.9%
STRT vs VOO
+309.9%
-211.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.3% |
| 7D | -1.2% | -2.7% | +1.5% | +0.9% |
| 30D | -4.5% | -5.4% | +0.8% | -0.4% |
| 3M | -28.6% | -4.1% | -24.6% | -26.3% |
| 6M | -18.3% | +0.7% | -19.1% | -18.9% |
| YTD | -18.6% | +8.7% | -27.3% | -23.4% |
| 1Y | -8.6% | +11.0% | -19.6% | -15.2% |
| 3Y | +172.0% | +75.5% | +96.5% | +87.7% |
| 5Y | +50.0% | +68.4% | -18.4% | +5.2% |
| All | +98.9% | +309.9% | -211.0% | -33.7% |
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