+172.0%
STRT vs VOO
+75.5%
+96.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.2% |
| 7D | -1.2% | -2.7% | +1.5% | +2.0% |
| 30D | -4.5% | -5.4% | +0.8% | +1.8% |
| 3M | -28.6% | -4.1% | -24.6% | -25.1% |
| 6M | -18.3% | +0.7% | -19.1% | -19.4% |
| YTD | -18.6% | +8.7% | -27.3% | -26.7% |
| 1Y | -8.6% | +11.0% | -19.6% | -19.6% |
| 3Y | +172.0% | +75.5% | +96.5% | +86.6% |
| All | +172.0% | +75.5% | +96.5% | +86.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling