+101.3%
STRT vs VOO
+315.9%
-214.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.2% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | -14.7% | +0.1% | -14.8% | -14.8% |
| 3M | -4.9% | +2.0% | -6.9% | -6.4% |
| 6M | -11.0% | +13.0% | -24.1% | -18.9% |
| YTD | -0.4% | +13.6% | -14.0% | -9.4% |
| 1Y | +11.2% | +20.1% | -8.9% | -2.6% |
| 3Y | +225.5% | +77.6% | +147.9% | +121.6% |
| 5Y | +98.5% | +82.4% | +16.0% | +31.0% |
| All | +101.3% | +315.9% | -214.6% | -33.5% |
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 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